Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Looking for AI strategies
April 5, 2025, 8:40 p.m.
Ai eats the world
Dec. 9, 2024, 8:41 p.m.
From SAAS software to Formula 1
Oct. 10, 2024, 8:59 p.m.
Google's Antitrust case
Aug. 19, 2024, 12:55 a.m.
The AI summer
June 30, 2024, 2:18 a.m.
Looking for AI use-cases
April 1, 2024, 6:26 a.m.
Tiktok, Apple and Temu
March 12, 2024, 10:13 p.m.
Google Gemini and AI bias
March 3, 2024, 7:05 a.m.
Breaking and remaking media
Feb. 16, 2024, 12:48 a.m.
Apple's Vision Pro
Feb. 7, 2024, 11:29 p.m.
What's your AI strategy?
Jan. 28, 2024, 4:04 a.m.
AI and Everything Else
Dec. 17, 2023, 10:34 a.m.
LLMs, links, and the death of links
Oct. 29, 2023, 6:47 p.m.
Bundling/Unbundling AI
Oct. 22, 2023, 2:27 a.m.
The magic customer
Oct. 15, 2023, 1:59 a.m.
Unbundling ChatGPT
Aug. 17, 2023, 4:32 a.m.
Threads
July 20, 2023, 5:34 p.m.
Vision Pro, two weeks on
June 18, 2023, 6:28 p.m.
Why are chips interesting again?
June 13, 2023, 7:46 p.m.
No Soup for You! Regulating tech M&A
ChatGPT and the Imagenet Moment
All the other things happening in tech part 1.
The FTX face-palm
How many metaverses?
Wondering about generative AI