readtheprofile.com

Who Is Lip-Bu Tan?

He joined Intel's board in 2022, quit in 2024 after disagreeing with the board and then-CEO Pat Gelsinger over strategy, and came back as CEO in March 2025. Since then he has cut staff, cancelled factory projects in Europe, brought in the U.S. government and Nvidia as major shareholders, and bet Intel's future on its newest manufacturing process.

ai-supremacy.com

SpaceX merge with Tesla is on the Horizon

A combined entity is an incredible concentration risk, where Tesla continues to build inside of China. If SpaceX and Tesla combined it would be in the area of a corporation with a market cap of around $3.5 Trillion dollars. To put things in perspective that's about equal to the GDP of France.

ftav

A Huge Ever Growing Pulsating IPO That Rules from the Centre of the Elonverse

Corporate survival usually means transmogrification, but, as a mature business with added moonshots, SpaceX might be different. SpaceX is not going to flame out like Webvan, presumably, but after that, we've no idea. Neither do you. Neither does Elon Musk.

ai-supremacy.com

Massive Layoffs, Meta Surveillance, DeepSeek-V4 in AI News

While companies are letting go of employees they are also using the other employees to train the next system to automate their jobs seemingly.

stratechery.com

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

TSMC's earnings suggest that the company's leadership is not truly bought into the AI growth story.

honest-broker.com

Can a 100-Year-Old Mouse Save Disney?

Mickey's exile is, of course, due to his problematic copyright status. Some aspects of Mickey are entering the public domain, and even though Disney could protect his more updated modern look, it's possible that some outsiders might earn a few coins from a Mickey Mouse resurgence. Disney would rather go mouse-less than let that happen.