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.
YouTube Beats AI to Disrupting Hollywood
Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA
Inklings #014 ๐ง
Meta's Premium Branding Mess
Let There Be Luce
Inklings #013 ๐ง
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The Great AI IPO Race
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NVIDIA's Profit Crown
Google 'I' Hold the 'O'
Inklings #012 ๐ง
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Lessons from the Luddites
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Inklings #011 ๐ง
OpenAI Picks An Apple Fight
Inklings #010 ๐ง
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An Actual AI PC
Amazon Phones Home
Take Me Down to the "Amateur City"
Inklings #009 ๐ง
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CapEx, Clauses, & Compute
Inklings #008 ๐ง
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EyePods
The Case for Apple + Disney
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Anthropic Boosts SpaceX into the Neocloud Orbit
Inklings #007 ๐ง
Inklings #006 ๐ง
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