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.
Signal: Streaming Time is a Flat Circle 📧
The Albanian Army Closes in on Warner Bros
Drop the 'Meta'. It's Cleaner.
Live and Let Dye
OpenAI's One Battle After Another
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The AI Snow Globe is Shaken
With Both Apple & AI, Timing Remains Everything
Intel Inside, In a Way
Flakes on a Plane
Signal: Blue Binge 📧
DeepMind Should Make the UK Proud and Embarrassed
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NVIDIA's "Delight"
Big Tech's Wild Market Cap Ride
NVIDIA Evokes the 'E' Word
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Failing to Realize Why Modern Antitrust Keeps Failing
'Pluribus' as AI Allegory
Signal: Google Roars Back 📧
Google Starts to Bridge OpenAI's Product Moat
Big Tech Cash Was a Hammer Seeking an NVIDIA
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When Steve Jobs Fused Silicon Valley & Hollywood at Pixar
Judge Rules FTC Wasted Everyone's Time with Meta Case
Collect Them All (AI Edition)
The Small NVIDIA Short
LLMs vs. the World (Models)
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Apple's First-Look Fall & Secondary Spring