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.
Patent Drop Has a New Home: We're signing off Substack, but we're not going anywhere
Aug. 31, 2023, 8:08 p.m.
PATENT DROP: Adobe’s AI DEI: Plus: Dr. Nvidia checks in; Microsoft’s vocal backpack
Aug. 28, 2023, 3:42 p.m.
PATENT DROP: Palantir watches over your shoulder: Plus: Ford charges responsibly; Twilio hushes your data
Aug. 24, 2023, 3:44 p.m.
PATENT DROP: Pinterest stalks your scroll: Plus: PayPal shrinks the chain; Zoom gets studious
Aug. 21, 2023, 3:30 p.m.
PATENT DROP: Amazon shares its smarts: Plus: Microsoft’s sustainability play; Google may drop hotwords
Aug. 17, 2023, 3:30 p.m.
PATENT DROP: Intel’s greener AI: Plus: Apple’s got hands; Snap brings the feels
Aug. 14, 2023, 3:30 p.m.
PATENT DROP: DeepMind’s code creator: Plus: Meta fixes VR rendering; Boeing finds the faults
Aug. 10, 2023, 3:30 p.m.
PATENT DROP: Microsoft lightens your load: Plus: Okta’s voice 2FA; JPMorgan Chase automates the intern
Aug. 7, 2023, 3:30 p.m.
PATENT DROP: Amazon will teach you AI: Plus: Oracle’s AI-generating chatbot, Ford listens in
Aug. 3, 2023, 3:31 p.m.
PATENT DROP: Coinbase’s crypto watchdog: Plus: Meta’s adds to it’s ads; Salesforce skims
July 31, 2023, 3:30 p.m.
PATENT DROP: How to train your AI: A look at how Nvidia, Microsoft and Google are whipping AI into shape.
July 27, 2023, 3:30 p.m.
PATENT DROP: Mastercard’s golden ticket : Plus: Spotify’s voice AI; Airbnb tracks your clicks
July 24, 2023, 3:30 p.m.
PATENT DROP: Baidu powers up : Plus: Goldman breaks down data; PayPal gets to know you
July 20, 2023, 3:30 p.m.
PATENT DROP: Meta will hear you out: Plus: Zoom’s AI push; eBay watches you shop
July 17, 2023, 3:30 p.m.
PATENT DROP: Google’s automatic coder: Plus: Snap tracks your eyes while Walmart tracks your scrolls
July 13, 2023, 3:30 p.m.
PATENT DROP: Ford shares the power: Plus: Apple’s smooth ride; JPMorgan Chase gets rid of the toxic
July 10, 2023, 3:30 p.m.
PATENT DROP: Nvidia reads between the lines: Plus: Microsoft’s carbon capture; Intel lends an ear
July 6, 2023, 3:31 p.m.
PATENT DROP: Amazon’s AI training camp: Plus: JPMorgan’s vibe checker; Sony’s cloud ambitions
June 29, 2023, 3:31 p.m.
PATENT DROP: Microsoft off the clock: Plus: Okta’s security chain; Meta wants you to collab
June 26, 2023, 3:30 p.m.
PATENT DROP: Pinterest digs in deep : Plus: Airbus’s eye in the sky; Adobe paints a picture
June 22, 2023, 3:30 p.m.
PATENT DROP: Big Tech’s shopping spree: A breakdown of the new ways that tech firms are trying to sell you something.
June 20, 2023, 3:31 p.m.
PATENT DROP: Apple breaks the sound barrier: Plus: Google’s abuse detector; Ford’s face ID
June 15, 2023, 3:30 p.m.
PATENT DROP: Amazon takes to the sky: Plus: Baidu fixes the uncanny valley; Microsoft puts the AI in advertising
June 12, 2023, 3:30 p.m.
PATENT DROP: Google goes to medical school: Plus: Twilio susses out your data; Goldman Sachs’ cloudy day
June 8, 2023, 3:31 p.m.
PATENT DROP: Mastercard sees double : Plus: Neuralink gets in your head; Microsoft’s team effort
June 5, 2023, 3:30 p.m.