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 ChatGPT "Super App" Sort of Super Sucks
Your AI Margin is Meta's Opportunity
The First True AI Chatbot
There Is No Phone
Premium
The Most Profitable Company Is... Samsung?
Netflix Needs a New Shakeup
Meta's Inevitable Cloud
Meta, Be Better
Comcast is Unbundling... Comcast
Natural Born Bloggers
The Market Shifts Apple
Inklings #022 ๐ง
Amazon Meddles
Inklings #021 ๐ง
About Those "Hackquisitions"...
Inklings #020 ๐ง
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Can 'Specs' Snap Snap's Losing Streak?
Inklings #019 ๐ง
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Regulation for Thee, Not for Me
Anthropic's Heel Turn
Inklings #018 ๐ง
The AI Overkill Era
The Resuscitation of Xbox
Inklings #017 ๐ง
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Big Tech Conference Season