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Tuesday, 29 March 2022

Q&A with Nvidia CEO Jensen Huang on integrating hardware and software, the company's full-stack approach, ML opportunities, attempting to buy Arm, and more (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Q&A with Nvidia CEO Jensen Huang on integrating hardware and software, the company's full-stack approach, ML opportunities, attempting to buy Arm, and more  —  It took a few moments to realize what was striking about the opening video for Nvidia's GTC conference: the complete absence of humans.



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...