The big picture: Starting tomorrow, Nvidia is hosting its GTC developer conference. Once a sideshow for semis, the event has transformed into the center of attention for much of the industry. With Nvidia's rise, many have been asking the extent to which Nvidia's software provides a durable competitive moat for its hardware. As we have been getting a lot of questions about that, we want to lay out our thoughts here.
Facepalm: Good news for Amazon warehouse workers living in fear of being injured, fired, or replaced by machines as they earn $17 per hour at a company that generated $9.9 billion in profit last quarter: they can write a letter to the company mascot, Peccy, if they're facing financial hardships this holiday season in the hope "some of their holiday wishes" come true.