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Who Wins When Robots Fight Robots?

Cybersecurity's Kafka Problem Modern cybersecurity has entered a truly Kafka-esque state of affairs. The problem, it seems, is artificial intelligence. The solution, it turns out, is also artificial intelligence. Last week, identity management platform Okta and cybersecurity company SentinelOne provided a financial snapshot of just how profitable this
Who Wins When Robots Fight Robots?

The Law of Large Numbers Comes for Nvidia

Nvidia’s New Normal One way to think about being a $4 trillion company is that even your spectacular successes can start to look like a slowdown. This, in essence, was the story of Nvidia's latest earnings report. The company posted another quarter of record revenue, with sales
The Law of Large Numbers Comes for Nvidia

When Car Company Tries to Be Software Company

Software Is Hard One theory about the future of the car industry is that car companies need to become software companies. The idea is that cars are becoming iPhones on wheels, and the real money won't be in selling the metal box once, but in selling high-margin software
When Car Company Tries to Be Software Company

AI Model War Is Over. Now What?

The Next AI S-Curve The funny thing about a technological arms race is that eventually, everyone’s weapons start to look the same. According to David Luan, the head of Amazon’s AGI research lab, that moment has arrived for the large language models at the heart of the AI
AI Model War Is Over. Now What?

The Lutnick Insult

Saying the Quiet Part Loud The US-China tech war entered a truly baffling phase. For weeks, Chinese authorities have been cautioning their own tech giants—Tencent, Baidu, ByteDance—against buying Nvidia's newly approved H20 AI chips. The warnings, which cited vague security concerns, made little sense. Why would
The Lutnick Insult

The Intel Bailout

Is Intel Too Big To Fail? It is becoming difficult to go a week without a new, dramatic chapter in the story of Intel. This week was no exception, as a peculiar thing happened. The US government, a vocal champion of free-market capitalism, and SoftBank, a Japanese venture capital behemoth
The Intel Bailout

DeepSeek's Nvidia Detour

China's AI Self-Sabotage? It is a feature of top-down industrial policy that you can mandate patriotism but not performance. Beijing has been encouraging its local tech champions to use Huawei's homegrown AI chips, but as the star Chinese startup DeepSeek discovered, encouragement doesn't fix
DeepSeek's Nvidia Detour

Foxconn Now Makes More From AI Servers Than iPhones

The Great AI Re-platforming For fifteen years, the story of Foxconn has been, in essence, the story of the iPhone. The Taiwanese giant became the world's indispensable manufacturer by mastering the intricate, high-volume assembly of Apple's flagship product. Its fortunes rose and fell with the iPhone
Foxconn Now Makes More From AI Servers Than iPhones

Does China Still Want Nvidia Chips?

The Unwanted Chip The Trump administration just engineered a controversial deal to let Nvidia resume selling its less powerful AI chips to China, complete with a novel 15% tax for the US Treasury. For a brief moment, it looked like a transactional win-win: Nvidia would regain access to a massive
Does China Still Want Nvidia Chips?

Silicon Valley's Newest Export

The Global AI Tax For every dollar Japan earns from tourists marveling at its temples, it seems to be sending another one straight to Silicon Valley. In the first half of 2025, the country posted a record-breaking ¥3.61 trillion ($24.4 billion) travel surplus. But this impressive gain was
Silicon Valley's Newest Export