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.
Apple Leveraging Apps for AI • ChatGPT vs. Google Search
Premium
The Reviewers Are Crazy; the iPhone Duo Is Fantastic
Apple's Profit & Margins • RIP 'ChatGPT Classic'
Premium
Birthday Bots
Inklings #031 📧
Apple Mactracks...
Amazon's Apple Strategy • Apple's Touching MacBook Backtrack
Premium
Profoundly Proactive
Bee Here Now
A Tale of Two iPhones
The Race for Bond, James Bond
Inklings #030 📧
The AI Assistant Wars
Chaos isn't a Pit. Chaos is a Countertop.
Meta Back at the AI Frontier • Sora as a Startup
Premium
The Box Office Reckoning
A Couple Elephants in the Character.AI Bankruptcy Room
Apple's Long View on 'HomeView'
SIgh
Inklings #029 📧
AI as UI • The Datacenter NIMBY Problem
Premium
Amazon Comes to Kill the iPad Again
Microsoft Comes to Kill the MacBook Again
Apple's LG Home Partnership • HBO Max/Paramount+ Super App
Premium