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: 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
Let Tim Cook
Group ChatGPT
Signal: Bubble Watch 📧
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Why Microsoft Pushed OpenAI Aside
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Meta AI vs. the World (Models)
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The Wearable iPhone
Two AI Roads Diverged...
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The iPhone Error
"Hey, There's a Bubble."
IPOpenAI
OpenAI's Local AI Device Dreams
Apple Finally Agrees to Fix Siri
Google's Epic Play Store Trade Puts More Pressure on Apple
AI is Breaking the Browser's Back
How Low Will Apple Go?
Buyer Beware Big Tech Gains (and Losses) Boosted By Big AI