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THE DAILY INDEX

Technology, AI, software, security, crypto and business

MISCELLANEOUS

TLDR

SIRI'S NEW BOSS IS ALREADY MAKING BIG INTERNAL CHANGES, PER REPORT

Mike Rockwell recently took leadership over Siri at Apple, and it seems like he isn't wasting any time in implementing major changes internally within the Siri teams. The management team leading Siri's development has been overhauled, with much of the leadership replaced with lieutenants from the Vision Pro software group. Teams related to speech, understanding, performance, and user experience have also been restructured. It is clear that Siri's new boss is taking decisive action to right Siri's years of stagnation.

THE FUTURE OF COMPUTE: NVIDIA'S CROWN IS SLIPPING

Nvidia has become the fastest-scaling hardware company in history, and with an immediate lack of alternatives, it will continue to print cash. However, the company's long-term durability may be affected by hyperscalers like Google, Microsoft, Amazon, and Meta developing competitive, highly-credible chip efforts. The sheer scale of compute needs is driving an enormous shift towards distributed, vertically-integrated, and co-optimized systems. This means that even though Nvidia has the highest-performing GPUs, it can still lose.

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