Google's TPU Yard Sale
Google's Chips vs. Nvidia's Margin
Google and Meta have long been fierce rivals in the world of digital advertising. They fight for every second of user attention and every cent of marketing budget. But in the basement of the internet—the data center—they are fast
Why Are Epic Games and Other Customers Leaving Amazon for Google?
For years, Amazon Web Services (AWS) has been the go-to utility for internet-scale computing—the place where businesses rent as much power as they need, on demand. But in the summer of 2025, that seemingly infinite supply hit hard limits.
Internal documents obtained by Business Insider reveal that AWS suffered
The Disposable Interface
Infinite App Store
The primary way we interact with computers is through "apps." In essence, an app is a durable tool you acquire and keep on your phone or desktop. If you want to calculate a mortgage, you get a mortgage calculator app. If you want to play
Microsoft's $30 Billion Round Trip
Programming note: We've just released our new thematic report: Enterprise AI Monetization: 2025 Scorecard. It's a 24-page analysis deconstructing how software giants are winning the AI revenue race—and who is falling behind. Access a free copy here.
The Infinite Cash Glitch
If you loan a
China's Efficiency Hack
The Post-Text Pivot
We talked recently about how the "Scale is All You Need" dogma—the Silicon Valley belief that you just need vastly more compute to process vastly more data—is running headfirst into the laws of physics. It turns out that even if you have infinite
Meta's Chief Scientist Hates LLMs
Programming note: We've just released our thematic report: Mapping the Neocloud Landscape. It’s a 25-page analysis deconstructing the dynamic between hyperscalers and neoclouds, the capital flows, and the financial risks. Access a free copy here.
Is a Cat Smarter Than ChatGPT?
It is probably poor career strategy
Will Google Gemini Turn Search Into a Dead End for the Web?
Google launched Gemini 3 this week, its most powerful AI model yet, with a suite of new features designed to keep it at the forefront of the AI race. While the company touted its lead on industry benchmarks, the most radical and potentially disruptive new feature wasn't about
Samsung's Pricing Power
The "Boring" Memory Chip
Just a few months ago, the story of the AI memory market was simple: SK Hynix was the new king, and Samsung, the long-reigning monarch, had been humbled. Having masterfully aligned itself with Nvidia, SK Hynix became the dominant supplier of High Bandwidth Memory
