Interna Talks: Nvidia, CrowdStrike, AT&T, and Google - Catching up on news

In this Interna Talks, we discuss Google's change in direction on third-party cookies in Chrome. It means a big change for the industry, or better described, an avoidance of a big change, for now. We talk about the hacks in AT&T and the outage in CrowdStrike. How are they the same and how are they different? What should we, as an industry learn from those two events? Finally, we talk about Nvidia and its competitors. Are the competitors coming, are they serious, or does the Nvidia market dominance continue long into the future?

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Timestamps

00:00 Google reverses decision on third-party cookies.
03:40 Concern about privacy in digital marketing practices.
08:48 AT&T mobile phones hacked, FBI prevents release.
12:29 Code and data are perspective, not distinct.
13:27 CrowdStrike protects OS security, risky but vital.
18:08 Focus on process improvement for technical customers.
21:47 CrowdStrike facing issues, needs product leader action.
26:40 Significant technology events, Nvidia dominant in GPU.
30:21 David concerned about AI, data centers, electricity.
31:27 Anticipating competition in tech industry for Nvidia.
34:30 Cloud providers developing own chips, threat to Nvidia.