Apple AI – One Way Out

Acquisition is the only way out.

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Snapdragon Summit Day 3 – Tales from the Kingdom

Humain tells only half of the story.

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Snapdragon Summit Day 2 – The “How”

Day 2 – Chips that are ready for AI when it comes.

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Snapdragon Summit Day 1 – The “Why”

Day 1 – Why the opportunity is worth pursuing

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Nvidia & OpenAI – Frame Order

OpenAI becomes an Nvidia shop.

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The Metaverse – Meta: Two Steps Back

Meta takes a step forward and two back.

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Huawei vs. Nvidia – No Contest

Nvidia is 32x more efficient than Huawei.

USA vs. China – Marching Orders

What Jensen loses now, he will more than make up in the long run.  

USA vs. China – Mountains and Molehills

A mountain is being made of a molehill

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The Metaverse – Green Shoots

Smart glasses are a sign of potential

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