Hardware
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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
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An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout
An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.
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The Oracle Inflection Point, Apple’s Price Increase
Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases iPhone prices
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iPhones 17 and the Sugar Water Trap
Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.
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Made by Google 2025, AI Trade-offs, Google and the Long-Term
Google’s latest Pixel event re-imagined launch events; it was appropriate given that Google is truly re-imagining the smartphone.
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xAI Raising Money, xAI and Oracle, Xbox = Windows
Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.