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.
They're Building AI PCs, Will Users Come?
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Inklings #015 📧
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The Summer of 'Super Apps'
YouTube Beats AI to Disrupting Hollywood
Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA
Inklings #014 📧
Meta's Premium Branding Mess
Let There Be Luce
Inklings #013 📧
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The Great AI IPO Race
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NVIDIA's Profit Crown
Google 'I' Hold the 'O'
Inklings #012 📧
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Lessons from the Luddites
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Inklings #011 📧
OpenAI Picks An Apple Fight
Inklings #010 📧
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An Actual AI PC
Amazon Phones Home
Take Me Down to the "Amateur City"
Inklings #009 📧
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CapEx, Clauses, & Compute
Inklings #008 📧
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EyePods
The Case for Apple + Disney
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