Nvidia’s new financial strategy does not compute
…One cloud service provider nearly doubled its prices on Nvidia Blackwell B200 chips for one rental customer during its contract renewal. “This is the very beginning, like what it was when I…
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Lyft CEO David Risher on paying drivers more and the shift to robotaxis
…to think a lot about customers; they think a lot about strategy, they think a lot about finance, but they’re pretty far removed from customers. And I had come up, as…
GitHub faces a fight for its survival at Microsoft
…Dan Stein, former head of software and digital platforms for Microsoft Customer and Partner Solutions (MCAPS), was appointed as new chief revenue officer for GitHub. With GitHub’s revenue now reporting into…
He changed outdoor cooking forever — then took over Weber
…It’s really a go-to-market strategy that each retailer deploys, how they think about it, what retail prices they want to offer their customers, and what features and benefits they…
The ‘G-Wagen of golf carts’ could be the ideal second car
…The current plan is to export the initial vehicles to the United States from Europe before eventually establishing American manufacturing for US customers. When the Amble One finally reaches customers, it may…
AI won’t save advertising, says Digitas’ Amy Lanzi
…We are definitely seeing a change in partnerships from our publishers that are trying to understand how they can create custom content that is not as dependent on search, but it’s…
Hasbro CEO Chris Cocks on AI, KPop Demon Hunters, and Harry Potter
…call it the customer insight or the market insight, that’s how we structure everything, that’s how we craft our strategy. And basically, the customer insight that is animating the company…
How Ferrari bungled the design of its first EV
…Despite the public blowback, Ferrari CEO Benedetto Vigna said on Thursday that “interest was strong” in the Luce, especially with new customers, and the stock has since risen back to the prelaunch…
Nvidia’s auto chief at the literal crossroads of automation
…His description of what wins those arguments, especially when his customers are as slow and cost-averse as automakers, was fascinating. Of course, we had to discuss AI and how Nvidia’s…
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
…While some builders — like Oracle’s partner Crusoe — are refurbishing old transformers or relying on other strategies, uncertainty around the AI buildout has been rising. It’s not all bad news for…