Obviously, today’s newsletter is publishing much later than normal, so I am going to keep this brief and just highlight a couple of things worth reading.:
- This macro-analysis of the Intel-Mobileye deal from Stratechery. It’s a great look into the economics of chips to begin with, and also self-driving or otherwise-smart cars. The only thing it’s missing, if you ask me, is a reference to the data center, where Intel getting inside cars might also be a way to ensure Intel remains the chipmaker of choice on the backend of the connected car workflow, as well.
- This trio of announcements from quantum computer maker D-Wave Systems about (1) Volkswagen doing quantum computing; (2) partnering with the Virginia Tech / DoD; and (3) Google’s Quantum AI Lab upgrading to the latest D-Wave system. I’m always inclined to write off D-Wave because it’s been going for a while at there still hasn’t been a big commercial breakthrough that I can tell, but maybe perception is reality in this case and the promise that it’s close to one is enough to keep up the momentum.
That is all.