Dave Lee

In Trump's second administration, tech CEOs follow the president around the world, turn up at his photo ops and hand out golden tokens of affection, the writer notes.
THE BOTTOM LINE

The ‘tech left’ is different this time

Many Silicon Valley leaders have embraced Trump’s second term. Will political dissent among US technology workers rise again?

Apple CEO Tim Cook is nearing retirement age and reportedly laying the groundwork for an orderly departure.

Apple’s talent exodus complicates Cook’s eventual exit

The flurry of talent leaving the company should cause investors some alarm

As the AI race intensifies, it has become hard for Microsoft and OpenAI to be both partners and competitors at the same time.

OpenAI and Microsoft are avoiding a messy break-up

Microsoft retains access to OpenAI’s research until end-2030, or when (if) artificial general intelligence arrives, whichever is sooner – but who will verify the claim?

What matters most for the future of the iPhone is that its AI functions work and are useful.

Apple’s Plan B for AI is actually pretty great

The iPhone maker doesn’t have to sink billions of dollars into its own artificial intelligence when it can team up with a partner like Google

GPT-5 was so poorly received by some ChatGPT diehards that OpenAI was forced into an embarrassing rollback, making older models available again. CEO Sam Altman’s claim that GPT-5 was like talking to a “PhD-level” expert quickly became a joke.

Is the AI winter finally upon us?

The tepid reception of GPT-5 and the sell-off of CoreWeave could be an inflection point – or a bump in the road

The only reason an AI company such as Perplexity would be interested in buying Chrome, at a cost that is double its existing value, would be to use the browser for anti-competitive ends, says the writer.

Perplexity’s bid for Google Chrome is mostly mischief

The US$34.5 billion offer is less a serious bid and more a serious attempt to meddle in Alphabet’s antitrust case

US tariffs are expected to cost Apple US$1.1 billion this quarter, CEO Tim Cook says.
THE BROAD VIEW

Apple and Cook get a boost – and breather – from iPhone sales

The CEO says AI-specific devices are ‘likely to be complementary devices, not substitution’ for the smartphone

Scale AI founder Alexandr Wang is going to join Meta as a top executive tasked with running a crack team to build an AI superintelligence, sitting next to Meta's Mark Zuckerberg (above) at its headquarters.

Meta gets out its chequebook to catch up in the AI race

Mark Zuckerberg’s investment in Scale AI and its founder Alexandr Wang shows how AI startups have become farm teams for the big-spending giants

Microsoft’s cloud revenue was up 20% compared with last year, much of the boost attributed to the Azure platform and AI use within that.
THE BOTTOM LINE

AI spending is the only certainty in Silicon Valley right now

Tariffs loomed over quarterly technology earnings but didn’t derail the artificial-intelligence express

Splitting up Google’s ad business won’t cripple the company.

Google’s money-printing machine can be easily dismantled

TARGETED advertising is the business model that created much of the modern Internet, and no company has benefited more than Google. Last Thursday (Apr 17), a district court judge handed down a ruling ...