The hottest Technology Industry Substack posts right now

Intel's CEO Pat Gelsinger is losing Wall Street's trust, and there are calls for a big change in leadership. Many believe he should be replaced to help the company recover.
The company might benefit from splitting up its different parts and selling them off, especially Mobileye and its design division. This could help bring in cash and new management.
Intel needs strong leadership that can deliver on promises, especially for national security reasons. A partnership with a successful company like Taiwan Semiconductor could be a step in the right direction.

AI companies, like Anthropic and Meta, are increasingly collaborating with the military. This shift shows a blending of technology and defense strategies, especially regarding competition with China.
Despite its focus on AI safety, Anthropic has decided to work with the Pentagon. This suggests that even companies with more ethical beginnings can be drawn into military alliances.
The rise of the AI industry's influence in national security is seen as ironic. Many believe cooperation between the US and China in AI could be better for global stability than escalating tensions.

Cryptic tweets from OpenAI founders hint at significant advancements in AI startups surpassing established researchers and reaching AGI levels.
Speculation rises around an internal achievement of AGI at OpenAI, with uncertain implications for future development and practical applications.
AI benchmarks are being rapidly surpassed, suggesting potential strides towards self-improving AI, though the exact progress and intentions of OpenAI remain unclear.

Nvidia exceeded expectations with its Q2 earnings, surpassing revenue and EPS estimates.
There is uncertainty about the sustainability of Nvidia's growth due to potential overordering and demand shifts.
Nvidia's competitive advantage lies in its architecture, installed base, reach, and rapid engineering, positioning them as a dominant force in the tech ecosystem.

Get a weekly roundup of the best Substack posts, by hacker news affinity:

Being recognized for your hard work can feel really good and help ease any worries about your value to a team. It's nice to know that others appreciate your efforts.
Finding your own pace at work is important for success. Working hard and improving your speed can make a big difference in how you are viewed by others.
Taking a break to explore new adventures can be beneficial. Remembering the hard work you put in can help you stay motivated for future opportunities.

Revenue multiples have been traditionally used for valuations in the tech world, but they are proving to be ineffective in determining the true long-term value of businesses.
Companies shifting focus from forecasting future cash flow to revenue growth have faced challenges, as revenue multiples don't necessarily reflect future profitability, leading to discrepancies in valuation.
As competition accelerates in the tech industry, companies with strong market captivity and efficient growth strategies are prioritizing developing competitive advantages and generating long-term free cash flow over chasing revenue multiples.

Artificial intelligence is the revolutionary technology that crypto tried and failed to be.
Many of today's popular AI products are effectively loss leaders, not fully-fledged solutions.
AI will often be mindlessly stapled onto legacy formats, creating unoriginal implementations.

The Analyst Dashboard is a platform for researching the entire cybersecurity industry.
They have collected about 4,800 cybersecurity products by systematically scraping vendor websites.
Creating a database of all cybersecurity products can provide great value to security teams.