195: I did a Podcast, Facebook vs Apple on VR, Microsoft, Intel on Supply Chain, S&P Global, Market Efficiency Cuts Both Ways, Bill Miller, EV Forecasts, and Oppenheimer biopic

194: Tesla vs Facebook, Roper Going Danaher/Teledyne?, Intel Steps on It, Flexport Saves Xmas, Playboy NFTs, Nvidia, Robert Cialdini, Russia's Firewall, and My Thoughts on Dune

193: Incentive Alignment, Robotized Trains, China May Pry Open Tencent & Bytedance, Toyota EVs & Bad Taste, Exponent, Paypal + Pinterest, and Cthulhu’s Babies

192: Apple's M1 Pro & Max Crushing Intel, Toyota Waking Up on EVs?, Backblaze IPO, Alibaba's Custom ARM Chips, Standard Oil, Safest Power, and Hell Let Loose

191: Negawatts, Global Foundries S-1, Amazon, Satya Nadella, AMD, Google's Edge, Ford F-150 EV, Nuclear Power, Malaria Vaccine, Lance Armstrong, and the Veil Nebula

190: Apple Chip Shortage, TSMC & Sony, Ben Thompson 2.0, Michael Mauboussin, Cloudflare's Share, Microsoft + Nvidia's 530bn Parameters AI Model, and Let it Be

189: Cloudflare's Secret Sauce pt.2, Peter Lynch's Lucky vs Unlucky, Non-Practising Gamers, Genome Sizes, Zelda's Violin, Supply Chain Issues, and Blue Longhorn Beetle