Dec
01
Weekly Debrief: Google's AI Rise Challenges Nvidia's Dominance
5 min read
ARPU
Nov
28
Google's TPU Yard Sale
5 min read
Nov
27
Why Are Epic Games and Other Customers Leaving Amazon for Google?
2 min read
Nov
26
The Disposable Interface
4 min read
Nov
24
Microsoft's $30 Billion Round Trip
5 min read
Nov
23
Weekly Debrief: Nvidia's Blockbuster Earnings Counter AI Bubble Fears
5 min read
Nov
21
China's Efficiency Hack
4 min read
Nov
19
Meta's Chief Scientist Hates LLMs
5 min read
Nov
19
Will Google Gemini Turn Search Into a Dead End for the Web?
3 min read
Nov
17
Samsung's Pricing Power
4 min read