A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.
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Apple Plans AI-Based Siri Overhaul to Control Individual App Functions — Bloomberg
An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry — Stratechery Interview
Computex 2024, Is AWS Modular or Integrated? — Stratechery Update
The AWS IPO — Stratechery
The Amazon Tax — Stratechery
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