2025
- Nvidia Q3 Earnings
Great print, Trailing indicator of AI bubble, Value capture, AI lab profitability concerns, Networking business, Meta, China & Taiwan, Google, and more
- The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings
Wall Street favors quick cloud returns. But Meta’s betting on turning tokens into high-margin dollars. It’s a playbook it’s already run successfully and investors seem to be overlooking it.
- Why GenAI is Good for Google
Also: Google vs OpenAI, vs Meta, and risks
- Thinking Bots + Nvidia’s Robotics Play
Vision Language Action (VLA) Models, Nvidia’s Robotics, Semiconductor Industry Implications, Competition (Google, AMD, Intel, QCOM, more)
2024
- Groq's Business Model, Part 3: Competing with Google, AWS, Microsoft
Advantages and Disadvantages of Competing Against The Big Dogs
- ZML's Hardware-Agnostic Distributed Inference
Contemplating the trade-offs and implications
- The Future of Edge Inference Hardware
NPUs, GPUs, ASICs at the edge. LLMs, iOT. Apple, Qualcomm, AMD, Intel, Google, Hailo, and others.
