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Latest posts
Last updated 13 days ago
Resiliency and Scale
13 days ago
Decreasing transportation and communications costs increases resiliency in theory, but destroys it...
Sora, AI Bicycles, and Meta Disruption
29 days ago
Sora is going viral, suggesting there is a big opportunity in unlocking...
The YouTube Tip of the Google Spear
about 1 month ago
I've come to appreciate Google's amorphous nature; what makes me bullish is...
iPhones 17 and the Sugar Water Trap
about 2 months ago
Apple's iPhone announcement was impressive, but no one was impressed, because Apple...
SpaceX Buys Spectrum, Spectrum Specifics, SpaceX's Big Bet
about 2 months ago
SpaceX just made a huge deal for spectrum, but they will still...
Atlassian Buys The Browser Company, Browser Wars, Why Atlassian
about 2 months ago
Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for...
Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
2 months 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
2 months 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
2 months ago
Nvidia's earning continue to be governed by supply — and reasoning models...
KPop Demon Hunters, Sony's Risk, The Netflix Aggregator
2 months ago
KPop Demon Hunters is the hit of the year. Sony missed out...