I left Part 1 talking about how the demands of high performance compute had outgrown the chip and were increasingly being handled at the level of the data center. There are two different but related planes of inter-connection inside a datacenter: within a single server (scale-up) and across servers (scale-out). In a scale-up configuration a […]
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I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine brief. In a recent Acquired interview, Michael Lewis articulated what I’ve long appreciated about working for yourself in a creative field – that you don’t need to constantly optimize for the very last dollar. The marketplace may be rewarding certain […]
(no, but that doesn’t mean it can’t be a good stock) AI-generated podcast conversation: Spotify, Apple AI-generated summary: Global Payments’ $24bn acquisition of Worldpay is the latest installment in the long-running saga of merchant acquirers trying to scale their way out of obsolescence. Less than a year after publicly swearing off M&A, Global is now pursuing a […]