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Latest posts
Last updated about 1 hour ago
Netflix and the Hollywood End Game
about 3 hours ago
Netflix is driving the Hollywood end game, likely confident it can increase...
Google, Nvidia, and OpenAI
7 days ago
OpenAI and Nvidia are both under threat from Google; I like OpenAI's...
Robotaxis and Suburbia
20 days ago
Robotaxis are poised to further close the delta between suburbs and the...
Resiliency and Scale
about 2 months ago
Decreasing transportation and communications costs increases resiliency in theory, but destroys it...
Sora, AI Bicycles, and Meta Disruption
2 months ago
Sora is going viral, suggesting there is a big opportunity in unlocking...
The YouTube Tip of the Google Spear
3 months ago
I've come to appreciate Google's amorphous nature; what makes me bullish is...
iPhones 17 and the Sugar Water Trap
3 months ago
Apple's iPhone announcement was impressive, but no one was impressed, because Apple...
SpaceX Buys Spectrum, Spectrum Specifics, SpaceX's Big Bet
3 months ago
SpaceX just made a huge deal for spectrum, but they will still...
Atlassian Buys The Browser Company, Browser Wars, Why Atlassian
3 months ago
Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for...
Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
3 months ago
Google lost some battles but won the war in its search distribution...