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575 posts
Taiwan declares itself ‘sovereign and independent’ after Trump questions US defense commitment — comments come after Trump said he opposes Taiwan independence
Taiwan’s foreign ministry asserts sovereignty amid US political tensions following Trump’s remarks on Taiwan and US-China relations.
2026.19: Earning & Spending
Major tech firms report Q1 earnings showing continued massive AI investments, with Google and Microsoft leading the trend amid market reactions.
The Inference Shift
Cerebras plans to raise its IPO size amid rising AI chip demand, signaling a shift towards heterogeneous compute architectures beyond GPUs. Key details and implications.
Taiwan’s chips power the global economy. China holds the leverage
Taiwan produces 90% of advanced chips, vital for global tech; China holds significant influence that could disrupt supply chains, raising geopolitical risks.
The best argument I’ve heard for why AI won’t take your job
An analysis of a prominent industry perspective claiming AI will not replace human workers, based on insights from tech leaders and recent research.
The Deployment Company, Back to the 70s, Apple and Intel
OpenAI launches a new deployment-focused firm amid industry shifts, with Apple and Intel exploring enterprise AI, echoing 1970s computing.
An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
Ben Thompson of Stratechery shares insights on how the compute shortage affects Aggregation Theory, consumer AI, and the tech industry at MoffettNathanson event.
Trade Representative Greer: Chip Export Controls Not Major Topic in Talks With Beijing
U.S. Trade Representative Greer states chip export controls were not a major topic in recent talks with China, signaling a shift in diplomatic priorities.
India’s VCs are beating Silicon Valley at home
Indian venture capital firms are now leading startup investments domestically, surpassing many American firms, signaling a shift in the global VC landscape.
