2025.29: What It Takes to Change the Web

Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI

Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi

Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem

2025.28: Tech Philosophy and AI Strategy

Apple + Anthropic?, Apple’s Fall, Apple’s Options

Tech Philosophy and AI Opportunity

Training AI is Not Fair Use?, LLMs and Scale, Pushing on a String

Summer Break: Week of June 30

2025.26: Two Years Into a New Era for Big Tech

An Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons

Training AI is Fair Use, Product Protection Versus LLM Liability, Piracy and Competition

Talent Wars, NBA Money, AI Money

Checking In on AI and the Big Five

2025.25: Snapshots of an Evolving AI Landscape

xAI Raising Money, xAI and Oracle, Xbox = Windows

Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective

WBD Split, HBO and Warner, Whither Sports?

2025.24: Apple and Its Safe Place

An Interview with “Apple in China” Author Patrick McGee

Meta + Scale AI?, Meta’s Reset, AI as Sustaining Innovation

Apple Retreats

Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors

2025.23: What Nike Learned About E-Commerce

An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI