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Nvidia's Landlords

Who's the Customer Here? There is a standard way that business relationships work. A company like Nvidia sells the essential tools—the picks and shovels—for a technological gold rush. Its customers, the giant cloud computing companies like Amazon, Microsoft, and Google, buy those picks and shovels in
Nvidia's Landlords

Tesla's Robotaxi Takes a Wrong Turn

Vision Quest If a car drives itself down the street with no one behind the wheel, but it has a "safety monitor" sitting in the passenger seat and is only allowed to drive in good weather within a small, heavily-mapped area of Austin, is it really a robotaxi?
Tesla's Robotaxi Takes a Wrong Turn

With Robotaxis on the Road, What's Behind Tesla's Bet Against Lidar?

Tesla rolled out its long-promised robotaxi service in Austin this week, a landmark moment CEO Elon Musk called the "culmination of a decade of hard work." The deployment of driverless Model Ys carrying paying customers puts Tesla squarely in the autonomous ride-hailing market. But within hours of the
With Robotaxis on the Road, What's Behind Tesla's Bet Against Lidar?

Perplexity Has Apple and Google on Edge

The Search for Search Apple, famously, does not do big deals. Its largest acquisition ever was buying Beats for $3 billion back in 2014, a deal that mostly seems to have been about getting Jimmy Iovine and Dr. Dre to come work there. So it is interesting that, according to
Perplexity Has Apple and Google on Edge

How US Chip Policy Squeezes Key Allies

The U.S. government is reportedly considering a move that would make it significantly harder for some of its closest international partners—including South Korea’s Samsung and SK Hynix, and Taiwan’s TSMC—to operate their advanced chip factories inside China. The policy under consideration, which would revoke special

Why Is Apple Eyeing Perplexity? It's About More Than AI

Apple, a company that has historically shied away from mega-acquisitions, is now internally discussing a potential blockbuster deal for the AI search startup Perplexity. This move isn't just about bolstering its AI capabilities, where it is admittedly behind rivals. It's a direct, strategic response to a
Why Is Apple Eyeing Perplexity? It's About More Than AI

Apple Challenges AI "Reasoning"

The Illusion of Thinking For the past year, the AI industry has been captivated by a new frontier: reasoning models. Led by OpenAI's powerful "o-series," these models promised to do more than just generate text; they could "think," breaking down complex problems and arriving
Apple Challenges AI "Reasoning"

Why Is Big Tech 'Acquiring' AI Startups Without Actually Buying Them?

Last week, Meta Platforms Inc. announced a stunning $14.3 billion investment for a 49% stake in Scale AI, one of the key startups providing data-labeling services for training AI models. As part of the deal, Scale’s founder and CEO, 28-year-old Alexandr Wang, will join Meta to work on
Why Is Big Tech 'Acquiring' AI Startups Without Actually Buying Them?

Apple's Research Reveals the Limits of the AI Reasoning Model

For the past year, the AI industry has been captivated by a new frontier: reasoning models. Led by OpenAI's powerful "o-series" and Google's Gemini, these models promised to do more than just generate text; they could "think," breaking down complex problems and
Apple's Research Reveals the Limits of the AI Reasoning Model

What's Behind DeepSeek's R1 Model Upgrade and Its Rapid Ascent?

Just months after triggering a trillion-dollar stock market meltdown with its debut, Chinese AI startup DeepSeek is again proving it can compete with Silicon Valley’s best. The latest version of its reasoning model, R1, recently tied for first place with models from Google and Anthropic in a real-time coding
What's Behind DeepSeek's R1 Model Upgrade and Its Rapid Ascent?