Sony’s PS5 sales plummet amid price rises and a memory crisis
… Sony blamed “continued pressures in the global economic landscape,” for the price hikes in March, amid an ongoing memory crisis and pressure from the war in Iran. …
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Why is Apple asking me to pay more for Big Tech’s AI obsession?
… Lightman points to Apple’s lagging behind in the AI race, the uncertainty around installing a new CEO in John Ternus, and the lack of a hit new product category as putting pressure on the company. “There’s a lot of things that investors can really beat them up on,” he said, and “if they’re going to… …
Chips
… That’s according to AMD CEO Lisa Su, who told Bloomberg that components from TSMC’s Arizona facilities will cost more than similar parts made in Taiwan, but says it’s worth it for diversifying supply chains. …
Energy
… Elon Musk’s Tesla given go-ahead to supply electricity in Great Britain the Guardian How the spiraling Iran conflict could affect data centers and electricity costs Justine Calma Mar 10 Justine Calma Mar 10 Google and Tesla are working together to make power grids more efficient. …
You’re about to feel the AI money squeeze
… For now, that competition is benefiting end users. “It’s an arms race where you cannot let up at all because the switching cost is zero,” said Soham Mazumdar, cofounder and CEO of Wisdom AI, adding, “As a common man, I’m going to be the winner longer-term.” In the early days of AI, the bulk of comp… …
Science
… Exclusive: SpaceX targets in-house GPUs as it warns investors of chip supply, costs Reuters Dominic Preston Apr 23 How did you know!? …
Skydio CEO Adam Bry on why Silicon Valley shouldn’t draw red lines for drone use
… We had done a lot of work to get our supply chain out of China, and the big remaining dependency that we had was batteries, which was public. We fortunately had a decent supply of batteries on hand, but we had to, stand up a new supply chain for batteries independent of China in very short order. …
Uber employees have a Dara AI
… The local pay goes up and down based on the spot cost of labor in a particular market. The way that drivers are going to get paid more is the cost of labor generally goes up, or it goes down. Right now, the cost of labor is fairly steady, and driver pay has been fairly steady. …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… The New York Fed has said that supply chains are facing mounting pressure. In particular, Iran’s blockade on the Strait of Hormuz is a threat to the global helium supply; helium is used in manufacturing semiconductors, and there is nothing that can replace it. …
Lyft CEO David Risher on paying drivers more and the shift to robotaxis
… That’s the way that works because they realize that the cost that they have is no less than the cost that we have. …