Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies
Claude Code represents a “ChatGPT moment repeated” and an “extinction-level event” for horizontal software companies focused on human-oriented consumption
and why that's awful news for software stocks
Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies
Concern that Adobe Inc. will struggle in the artificial-intelligence era has driven Wall Street analysts' view on the maker of software …
Claude Code represents a “ChatGPT moment repeated” and an “extinction-level event” for horizontal software companies focused on human-oriented consumption
The age of PDF is over. The time of markdown has begun. Why Memory Hierarchies are the best analogy for how software must change.
A look at Intel's problems, starting with 2016's 10nm node: 7/11 board members have no chip experience, most CEO options are worse than Pat Gelsinger, and more
Intel's board is incompetent and its horrible decisions over the decades are going to push it towards death.
Pat Gelsinger was dealt a bad hand by Intel's board, which gave him just three years to execute a turnaround despite challenging timing and circumstances
M.G. Siegler / Spyglass :
Industry insiders believe Pat Gelsinger's hasty exit could be a prelude to Intel moving away from manufacturing its chips altogether, in a blow to US ambitions
The Silicon Valley-based company could scale back its semiconductor manufacturing business in a blow to American ambitions
Sources describe how ChatGPT's success widened OpenAI's ideological rifts, as Ilya Sutskever began behaving like a spiritual leader anticipating AGI's arrival
Sam Altman's weekend of shock and drama began a year ago, with the release of ChatGPT. — To truly understand the events …
Analyzing the Sam Altman-OpenAI saga: nonprofit issues, OpenAI's for-profit work going to Microsoft, staff exits, Altman's motivations, and the new AI landscape
I have, as you might expect, authored several versions of this Article, both in my head and on the page, as the most extraordinary weekend of my career has unfolded.
Satya Nadella says Sam Altman, Greg Brockman, and OpenAI staff will join Microsoft's new “advanced AI research team” and Microsoft remains committed to OpenAI
Microsoft has hired OpenAI co-founders Sam Altman and Greg Brockman to head up a “new advanced AI research team,” …
A look at the challenges facing Arm, expected to start trading on September 14 at a $52B valuation, including a huge array of clients and geopolitical tensions
Don Clark / New York Times :
Intel reports Q2 revenue down 22% YoY to $15.32B, vs. $17.92B est., a $454M net loss, and Datacenter and AI revenue down 16% YoY to $4.6B; stock drops 10%+
that Intel cut fab spending to pay dividends while lobbying for tax credits with the CHIPS+ Act — is worth a read. https://twitter.com/... Davos Bro Balding / @baldingsworld : Just to recap, Intel lis...
Intel commits $20B to build at least two semiconductor fabrication plants on a 1,000-acre site by 2025, employing at least 3,000 people in New Albany, Ohio
and US manufacturing New York Times : Biden Looks to Intel's U.S. Investment to Buoy His China Agenda Alana Semuels / TIME : Exclusive: Intel Reveals Plans for Massive New Ohio Factory, Fighting the C...
How Ohio attracted Intel to build semiconductor plants, including pursuing execs for eight months, financial incentives, sustainability commitments, and more
It was a Christmas morning surprise for Ohio's governor and lieutenant governor: Intel was coming to Ohio.