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Latest posts
Last updated 7 days ago
Sora, AI Bicycles, and Meta Disruption
8 days ago
Sora is going viral, suggesting there is a big opportunity in unlocking...
The YouTube Tip of the Google Spear
21 days ago
I've come to appreciate Google's amorphous nature; what makes me bullish is...
iPhones 17 and the Sugar Water Trap
about 1 month ago
Apple's iPhone announcement was impressive, but no one was impressed, because Apple...
SpaceX Buys Spectrum, Spectrum Specifics, SpaceX's Big Bet
about 1 month ago
SpaceX just made a huge deal for spectrum, but they will still...
Atlassian Buys The Browser Company, Browser Wars, Why Atlassian
about 1 month ago
Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for...
Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
about 1 month ago
Google lost some battles but won the war in its search distribution...
Made by Google 2025, AI Trade-offs, Google and the Long-Term
about 1 month ago
Google's latest Pixel event re-imagined launch events; it was appropriate given that...
Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs
about 2 months ago
Nvidia's earning continue to be governed by supply — and reasoning models...
KPop Demon Hunters, Sony's Risk, The Netflix Aggregator
about 2 months ago
KPop Demon Hunters is the hit of the year. Sony missed out...
A Personal Update and Vacation Break
about 2 months ago
A Personal Update and Vacation Break Listen to this Update in your...