I’ve defended the platform-partnership model for autonomy longer than most people in this space. Waymo riding on Uber’s demand, Mobileye supplying ADAS to a dozen automakers instead of building its…
Let’s be honest: the word “salad” often comes with a bit of tragic baggage, conjuring images of sad, wilting iceberg lettuce that leaves you feeling less like an energized human and more like a…
The same share of the same company traded at two prices this week, roughly a third apart, and there was nothing anyone could do about it. SK Hynix’s American depositary receipts have run as much as…
The number that carried SpaceX into the largest initial public offering in history was not a launch cadence figure. It was roughly $75 billion of contracted artificial intelligence revenue, assembled…
Two stories this week reward anyone willing to count rather than react. The first is that Chinese air activity around Taiwan has fallen off a cliff while the analytical consensus continues to describe…
Singapore-based Ropedia announced today that it has raised US$30 million in pre-A funding to build what it calls data infrastructure for physical AI. The company sells synchronized multimodal…
The Los Angeles Convention Center opened its doors on Sunday morning for the 53rd SIGGRAPH, the first time the conference has returned to the city since 2023. By the time it closed on Thursday it had…
The keynote hall at San Francisco’s Moscone Center filled early on Thursday morning. Advancing AI 2026 had opened the day before with the technical sessions and the developer track, but the second day…
The first half of the 2026 conference year is already spent. CES came and went in January, Mobile World Congress in March, NVIDIA’s GTC and RSAC within a week of each other later that month, Google…
Three companies now occupy the design tools market and they are separated by a single variable: how much of the design artifact is a proprietary file that only the vendor can open. Adobe sits at the…