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Observations About Sam Altmanās Observations
Heās seeking for something deepā¦

Appleās Elegantly Expressive Pixar Lamp
Forget glasses, Appleās Next Big Thingā¢ may be a robotā¦

FaceFeed
How Mark Zuckerberg might rejuvenate Facebook with a feed of Meta content, a Fediverse twist, and a splash of AI

Appleās Record-Breaking Quarter Was SO BORING
Apple wins as the AI tortoise in a field of scared hares -- for nowā¦

Post-Explosion, Seeking the DeepSeek Fallout
A guess: DeepSeek itself will matter less than the reaction to itā¦

Should Apple Switch Off Siri?
In our Age of AI, Siri continues to embarrass Appleā¦

Metaās March to Make the iPhone āThe Thing That Gets Us to the Thingā
The company will build anything and everything to end the smartphone eraā¦

May Your First Startup Be A Masculine Startup
Mark Zuckerbergās heel turn this past week has been all sorts of fascinating.1 For one thing, I donāt think itās all an act. I think itās likely a short-sighted and misguided maneuver born out of years of various frustrations, but I donāt think itās just to curry favor with

$1M Knee Pads
Thereās a cost to be the boss -- and to bend the kneeā¦

December 2024
Being for the Benefit of OpenAI
OpenAIās shift to a for-profit is messy, complicated, conflicted, and yet necessary

America Has Been Acquired
This has felt less like an election and more like a dealā¦

Apple Made the Right Call and a Stupid Decision with āWolfsā
The movie would have flopped in theaters but stillā¦

Intel Inside, Gelsinger Outside
Dealt a bad hand by a board who wouldnāt give him enough time, Intelās next leader needs full control to think different

November 2024
Forget the Fate of Chrome, Focus on the Fate of the Browser
In debating what undoubtedly wonāt happen, weāre looking past some key things that are -- and mightā¦

Has Apple āFinally Cracked Itā?
Apple Television... now, thatās a name I havenāt heard in a long timeā¦

The Vision Pro Starts to Come Into Focus
Weāre starting to cook with fire. Iām writing this about the Vision Pro, in the Vision Pro. Which I really only did for a post or two for the novelty of it right after the deviceās initial release. But now Iām doing it because itās actually a good way to

The Race for AI Independence
Amazon, Apple, Google, Meta, and Microsoft all wish to break away from each other. As does OpenAI. With everyone needing to break free from NVIDIA.

Apple Admits the Obvious
Thereās no topping the iPhone. As a business, there may never be.

PaidPals
Elon Musk will battle with Trump eventually. As Peter Thiel can attest.

Tim Apple, Engage!
Apple seems poised to appeal to Donald Trump on their EU issuesā¦

Can Barbie Break Netflix?
More pressure is applied to Netflixās anti-movie-theater stanceā¦

Do You Feel In Charge?
On bending the knee to Donald Trumpā¦

October 2024
Apple Claps Back
Apple Intelligence is about to be an āevery dayā product, so it needs to be the ābestā, fast

The War of the AI Roses
Microsoft and OpenAI increasingly make strange bedfellowsā¦

Microsoftās Awkward AI
Thereās a Copilot for thatā¦

Apple Becomes the Pupil
Snap and Meta teach Apple a lessonā¦

September 2024
The Art of the OpenAI Deal
Thinking through their numbers and those deal termsā¦

Apple Knew Where the Puck Was Going, But Meta Skated There
Metaās āOrionā points to the vision of an Apple āVisorāā¦

Should Microsoft Ride in to Save Intel?
Appleās old white knight can mount that steed againā¦

Does Microsoft Have an AI Problem?
Itās early, but there sure is a lot of smoke billowingā¦

Apple Should Sign Howard Stern and Launch āPodcasts+ā
They may not care about podcasting, but they *do* care about Servicesā¦

August 2024
ESPNās Path to Be *the* Streaming Sports Bundle
Itās not exactly āclearā, as Amazon may battle them along the wayā¦

Google Isnāt Lazy, Itās Timid. As It Sadly Must Be.
Provocative soundbites aside, itās obvious why Google isnāt OpenAIā¦

Dear Zuck
This shit is embarrassingā¦

July 2024
Never Tweet Your Heroes
Also maybe never tweet, period.

Backing the Winner
Attention VCs: going for Trump is no longer the contrarian betā¦

How to Scale Paramount
Can Skydance finally, actually bridge Silicon Valley and Hollywood?

Almost All A.I. Investments are Going to Zero
Seemingly every investor I talk to these days is struggling with the same basic thing: they believe AI is going to be one of the most transformative technologies of the past several decades ā and perhaps ever ā but they have almost no idea how to invest in the space. And yet

June 2024
Being Too Early Is Worse Than Being Late
Amazon owned the AI assistant space -- until the space changed
Of Tadpoles and Tentpoles
A 10 step plan to save the movie theater business

Can Microsoft Build āApple Intelligenceā in Reverse?
The countdown to āMicrosoft Intelligenceā feels on. Sorry, OpenAI.

Did Apple Just End AIās First Era?
AIās performance arms race yields to the product arms raceā¦

People at a Premium
AI will change Hollywood -- for the better

Can NVIDIA Become Intel Faster Than Everyone Becomes NVIDIA?
As money pours into AI, can NVIDIA stay ahead?

May 2024
Will OpenAI Bite the Microsoft Hand That Feeds?
A sense of tension between the two sides is inescapable

Ready or Not, Here Apple AI Comes
Will slow but not fully steady win the race?

The Overwhelming Chaos of AI is Underwhelming
The AI madness needs to settle to reach its potential -- and it will

Without Real Time Information, Threads is Pointless
Unleash the feeds

OpenAI Changes the Vocal Computing Game!
No sarcasm, just enthusiasm for GPT-4o

Apple Invents a Laptop with a Touchscreen
The new iPad Pro is awesome. And a bit silly.

Wonāt Get Fooled Again
Some decidedly unhelpful thoughts about investing in AI startupsā¦

April 2024
Oh, the Humanity of Vision Pro
Apple really should have released the Vision Pro as a dev kit

Is AI Spend the New Streaming Spend?
Wall Street loves to reward arms race spending -- until they donāt.

The āGoing Directā Bullshit Debate
Itās driven by AI and itās all PR anywayā¦
