After today, I'm off for two weeks. The good news is next week Login will come to you via the fabulous Scott Rosenberg. The following week, though, Login itself is on vacation (not sure where it's going).
Today's Smart Brevity count: 927 words, < 4 min read.
AMD CEO Lisa Su, speaking at the 2nd generation EPYC launch in San Francisco. Photo: AMD
With Intel struggling to get to the next generation of chipmaking technology, AMD has an opportunity to gain some ground on its longtime rival.
AMD chief executive Lisa Su says that's why she wants to quickly ramp up production of the EPYC server chip, which launched this week. At the same time, she says AMD's long-term success can't be predicated on Intel's stumbles.
"I am counting on our competitor being really, really good. That just means we need to be better."— Lisa Su
The big picture: AMD's history has been about brief moments in time where it was able to outflank Intel, but Su wants to transform the perennial also-ran into "one of the great technology growth stories."
Where it stands: At the moment, analysts say AMD is set to put a lot of pressure on Intel, including in the profitable data center business where AMD's new chips appear to outperform Intel's while costing significantly less.
Yes, but: For all its current success — and it is gaining ground on Intel — AMD recently cut its financial outlook for the year. Su blames that on lower expectations for the game console industry's performance this year.
Meanwhile, one area where Su has had to shift course is around China. AMD had licensed a lower performance version of its earlier technology for sale there through a joint venture, but was forced to change course amid shifts in U.S. policy.
"China is a big market; it’s a market that’s important for all of us in tech," Su says. "But make no mistake, we are a U.S. company. National security is priority number one. I’m really trying to find that balance."
Go deeper: Lisa Su on building the new AMD
Apple's new credit card isn't a contactless card, yet it activates by pairing with the iPhone, so how does that work?
Well, it turns out that Apple has embedded a near-field communication (NFC) chip — in the cardboard packaging that accompanies the white titanium credit card.
Between the lines: As for why the card itself doesn't have wireless payment technology, Apple wants people to use the iPhone for those technologies, not the physical card.
Uber's stock price dropped by more than 12% after hours Thursday after its Q2 revenue and losses missed analyst expectations, Axios' Kia Kokalitcheva reports.
By the numbers:
Separately, rival Lyft yesterday posted better-than-expected revenue for Q2 and raised its outlook for the rest of 2019.
Photo courtesy of Toca Boca
Children's game maker Toca Boca is launching a new line of kids' clothes in conjunction with retailer H&M, a second try at extending its brand into "wearables."
Why it matters: Merchandising is an important part of leveraging game franchises as well as spurring enduring interest.
My thought bubble: One bummer is that the new clothes are separated into girls' and boys' items. In its games, Toca Boca notably doesn't apply specific looks to any gender — and its previous line of clothes, sold at Target, wasn't separated by gender, a significant move.
What they're saying: Toca Boca art director Sebastien Roux tells me...
"The collection is merchandised in stores and online in gender-specific categories. ... However, there aren’t any rules about who wears what, so we hope our fans will just wear whatever clothing and accessories make them feel great."
Go deeper: Toca Boca changes course
Will your home or business survive a San Francisco disaster? It's tough to tell in this earthquake-prone region. But, a new tool from the San Francisco Chronicle can at least tell you how it would have fared in past disaster movies set in the Bay.