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

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

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

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?

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

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

Anduril + Meta, Silicon Valley and the Pentagon, Meta's Motivations

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

Nvidia Earnings, Nvidia's China Argument, NVLink Fusion

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

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