The 4.5T dollar elephant in the room (stevenadler.substack.com)

Screenshot of stevenadler.substack.com: The 4.5T dollar elephant in the room

First screen, captured 11 months ago.

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Screenshot of wheresyoured.at: Big Tech Needs $2T in AI Revenue by 2030

Big Tech Needs $2T in AI Revenue by 2030 (wheresyoured.at)

9 points by chilipepperhott 11 months ago | 0 comments

Screenshot of blog.drjoshcsimmons.com: Nvidia just paid $20B for a company that missed its revenue target by 75%

Nvidia just paid $20B for a company that missed its revenue target by 75%(blog.drjoshcsimmons.com)

145 points by joshcsimmons 10 months ago | 96 comments

Screenshot of isolveproblems.substack.com: Decisions that eroded trust in Azure – by a former Azure Core engineer

Decisions that eroded trust in Azure – by a former Azure Core engineer (isolveproblems.substack.com)

1091 points by axelriet 6 months ago | 517 comments

A former Azure Core engineer's Substack essay, first in a series, on decisions and complacency at Microsoft that eroded trust in Azure, including with OpenAI.

azure microsoft cloud-computing openai

Screenshot of colo.to: Owed a billion dollars in Nvidia stock

Owed a billion dollars in Nvidia stock (colo.to)

1030 points by Eric_Gullichsen 29 days ago | 430 comments

Personal essay by Eric Gullichsen, an early NVIDIA technical advisor, explaining how 1993 stock options he was granted may now be worth about a billion dollars.

nvidia stock-options equity-compensation jensen-huang