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2025
- AMD & Apple Earnings
What to make of AMD until MI450 is here? And a vintage Apple quarter, but what about AI?
- WWDC25: Apple’s Playing a Different Game
The strategy makes sense. The narrative is missing. Let’s examine Apple’s AI approach from first principles and assess whether WWDC delivered.
- Apple's AI Strategy
Apple Can Unleash Consumer AI. Will Apple Intelligence Deliver?
2024
- Android, AI, and Qualcomm Phones
Does Qualcomm's dependency on Android negatively impact Snapdragon-powered AI phones?
- Follow Ups: Intel AI PC, Qualcomm, Apple Intelligence, Microsoft Recall, Nuclear Power
How Microsoft's Stumbles Erased Qualcomm's Lead, More Nuclear Thoughts
- Hardware as a Differentiator: Block's Unique Approach to Financial Services
Hardware as a Core Competency, The "Apple Ethos" in Payments, Business Model, Ecosystems and Playbooks
- Qualcomm’s Opportunity
Consumer Device AI, Hands-Free UX, Meta Ray-Bans, Apple, Arm, QCT and QTL, Developer Economics, AMD
- The Future of Edge Inference Hardware
NPUs, GPUs, ASICs at the edge. LLMs, iOT. Apple, Qualcomm, AMD, Intel, Google, Hailo, and others.
2023
- CPUs: Hardware, Yet Infinitely Adaptable Through Software
A Beginner's Guide to CPUs and the Top Companies Shaping the Future
