Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon

Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion

2025.22: What LLMs Could Be in the Workplace

An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust

The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality

Claude 4, Anthropic Agents, Human-AI Agents

2025.21: The Upheaval Coming for the Internet Economy

OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem

Google I/O, The Search Funnel, Product Possibilities

The Agentic Web and Original Sin

An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism

2025.20: Product Dreams and Marketplace Realities

An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

Airbnb’s New App, Experiences and Services, Chesky’s Founder Mode

OpenAI Restructuring, Microsoft’s Rights, Simo and Windsurf

2025.19: Platforms and Their Privileges

An Interview with SAP CEO Christian Klein About Enterprise AI

Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings

Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta

Platform Power Is Underrated

2025.18: Meta and Its Many AI Plans

Apple Held in Contempt, The Crux of the Case, The Takings Clause

An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media

Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons

Intel Earnings, TSMC Earnings