Nutanix CEO talks VMware victories, Pure, Snowflake surge, Nvidia falls Nutanix CEO Rajiv Ramaswami says the continued stream of new customers show the company is making progress luring away users of arch-rival VMware. Also, Snowflake and Pure Storage are both on a roll with
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Intel’s AI Struggles Amid Emerging Chip Makers Competition
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Wall Street’s Best Ideas: Intel may be doomed Intel has struggled for a long time to break into AI. Government taking a stake won’t help. Also, newly public AI chip maker Ambiq gets lackluster reviews, and Figma is still too expensive, underwriters say. https://
thetechnologyletter.com/the-posts/wall
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Amplitude CEO: AI automation will reshape competitive landscape
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Please enjoy my interview with Amplitude CEO Spenser Skates. Amplitude CEO: ‘Companies that learn how to leverage AI will out-compete the ones that don’t’ “This whole category is going to be reshaped by how people use AI.” The automation of code via artificial intelligence
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IonQ CEO Claims Substantial Lead Over Quantum Computing Competitors
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Please enjoy my interview with IonQ CEO Niccolo de Masi “Steve Jobs humbly said when the iPhone was announced in 2007 that he thought he had a two-year lead over Blackberry and Nokia. We have substantially more than that.” IonQ CEO: ‘A clear winner has emerged; We are the
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Nvidia payments and Intel CEO removal amid political pressure
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The TL Podcast for August 10th: Strange developments in Tech Land Some strange stuff is happening, as Nvidia looks set to pay some money directly to the U.S. government, and U.S. President Donald Trump called for the removal of Intel’s CEO. But at least everything is just peachy
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Fortinet Crumbles Amid Quantum Computing Uncertainty
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Fortinet crumbles, doubts in quantum-land Fortinet is the most spectacular flame-out of Wednesday’s reports, while quantum computing encounters some plain old uncertainty. $QBTS $IONQ $FTNT https://
thetechnologyletter.com/the-posts/fort
inet-crumbles-doubts-in-quantum-land
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Arista surges in AI while Opendoor struggles
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Arista in ‘beast mode,’ while Opendoor is a mess The glass is definitely half full for Arista as it raises its sales outlook for AI and the rest, putting to rest the doubts that it can thrive amidst Nvidia’s continued strength. Astera Labs is now pricier than even the bulls
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Palantir Valuation Debate: Rule of 90 and Growth Multiple Analysis
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‘Rule of 90’ Palantir is still debated for its valuation Even bears on Palantir stock admit “something special is going on” with its surging revenue growth and ginormous profit margin. But it’s still a matter of debate what valuation multiple the stock should have, given it’s
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Procore CEO Discusses Construction Tech and Succession Planning
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Please enjoy my interview with Procore CEO Tooey Courtemanche Tooey Courtemanche, CEO and founder of Procore Technologies, maker of software for the construction industry, talks with me about succession plans, and how the construction industry is able to withstand tariff and
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Microsoft Meta outspend ARM on AI chip capital investment
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Spend big if you’re Microsoft, Meta, not so much for ARM Microsoft and Meta continued a streak of demolishing any doubts about their enormous capital spending, while ARM has a problem, as its intent to invest more deeply into actual chips threatens to up-end what had been a