London, England
I'm a writer and an investor. I used to be an investor who writes. Now I'm a writer who invests. It's a fluid situation.
Tim Cook Chose Poorly, Now Apple Can Choose Wisely
Apple's Low Energy Earnings
Epic Won Because Everyone Won, Because Apple Lost
Tim Sweeney’s Last Laugh
Meta's Sloppy AI Social Network
Premium
Chrome Is Worth $100B+ to Google
The Mac-ificiation of the iPad Marches On...
Hey Jealousy
In the Chat Where It Happens
Premium
Can the Web Browser Be the Disruptor Yet Again?
Ted Sarandos Screams "Fire!" at the Movie Theaters
Let a Million Fines Bloom
Buy, Build, or Bury
Premium
HBO Became HBO Before HBO Could Become Netflix
Why Buy the Llama When You Can Get the Model For Free?
Premium
OpenAI Open to the Idea of Buying a Browser with a Few Billion Users
The EU Busts Out the Kid Gloves for the First DMA Fines
Dispatch 052: Monopoly Pieces 📧
Antitrust's Hindsight Problem
Premium
The Dumbfounding Dropping of the 'Google Domains' Ball
Dispatch 051: Happy Thursday
o3, o4-mini, o4-mini-high, o My
The Meta Points of Meta's Trial
A Hypothetical Apple Beats MagSafe Power Pack