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.
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
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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
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Amazon Comes to Kill the iPad Again
Microsoft Comes to Kill the MacBook Again
Apple's LG Home Partnership • HBO Max/Paramount+ Super App
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Ode to the AirPods 5
Warner Bros Digs One Final Box Office Crater
Inklings #028 📧
Thoughts & Questions Around Apple's Would-Be 'HomePod Hub'
OpenAI's Dots Dichotomy
Anthropic's Apocalyptic S-1 • Meta Enterprise
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As the AI Communication Crisis Mounts, Here's Steve Jobs
Star Wars: Episode Tentative
Where is the 'Where I've Been' Service?