Three Key Takes today: (1) TSMC Q1 Sets the AI Industry Cadence. Fed-like. TSMC’s Q1 — profit up 58% YoY, revenue $35.9B, gross margin 66.2%. Advanced chips (7nm and below) now 74% of wafer revenue; HPC / AI data center = 61%. Full-year guide raised to...

It’s a rite of passage in every major tech wave over decades. New operating systems and platforms (OSes and OPs) with every new technology, provide new opportunities for incumbent tech companies and startups atop their new technologies. And their...

Today’s Theme: AI speed bumps ahead for companies and services. Three today, plus Gadget AI on ambient recording, & more. Three MP Key Takes today: (1) The Friction in AI Agent Shopping. Adyen’s payments exec is flagging AI buying bots driving refunds...

I’ve long discussed Google along with OpenAI, Perplexity, and others ushering in AI Browsers in this AI Tech Wave. All around their series of Chrome, Atlas, and Comet initiatives respectively. Of all of them, Google has had the biggest opportunity to...

Big Tech’s Resolve, the foundation models’ Resilience, and the enterprise Results keep compounding — despite the very real early Fragility of these tools. Three Key Takes today: (1) Amazon puts $12B on GlobalStar, with Apple in tow. Second-largest...

Amazon just upped the ante in space infrastructure, with its eye-catching satellite company purchase. In close coordination with Apple, who also has a long-term eye on this tech stack layer. All to compete against Starlink more aggressively. The ‘crown...

Anthropic and OpenAI are self-appointed as the ‘Guardians of the AI Galaxy’ — launching frontier models behind a sheath of cybersecurity caution at the highest levels. ‘Boys-Who-Cried-Wolf’, or genuine guardianship? Both, probably. Some days more of one...

I’ve long said in these pages that ‘two opposite things can be true at the same time’. Especially in technology waves. And this AI Tech Wave may be expanding that to three. Let me explain. Axios explains the current reality in AI as “The Three Realities...

Show in Folder MP’s Key Takes Today: 1. As I discussed last year, is leaning into mainstream AI Smart Glasses. Bloomberg now reports the product line up and plans. Apple’s entering Meta’s territory with the one edge Meta can’t match — 2+ billion iPhones...

Unlike other tech companies, Apple doesn’t pre-announce upcoming products. You get to see new stuff from Apple when they’re good and ready to release it to the world. A capability truly valuable in the supply-constrained AI Tech Wave. Making it a key...