Spyglass
The Trillion Dollar Business Staring Apple in the Face
OpenAI Strikes Back
Meta Bought a Headache
Has Netflix Truly Found Religion in Movie Theaters?
Apple Turnover
Oh No, a Tech Company is Buying a Movie Studio
Signal: Streaming Time is a Flat Circle 📧
The Albanian Army Closes in on Warner Bros
Drop the 'Meta'. It's Cleaner.
Live and Let Dye
OpenAI's One Battle After Another
The AI Snow Globe is Shaken
With Both Apple & AI, Timing Remains Everything
Intel Inside, In a Way
Flakes on a Plane
Signal: Blue Binge 📧
DeepMind Should Make the UK Proud and Embarrassed
NVIDIA's "Delight"
Big Tech's Wild Market Cap Ride
NVIDIA Evokes the 'E' Word
Failing to Realize Why Modern Antitrust Keeps Failing
'Pluribus' as AI Allegory
Signal: Google Roars Back 📧
Google Starts to Bridge OpenAI's Product Moat
Big Tech Cash Was a Hammer Seeking an NVIDIA
When Steve Jobs Fused Silicon Valley & Hollywood at Pixar
Judge Rules FTC Wasted Everyone's Time with Meta Case
Collect Them All (AI Edition)
The Small NVIDIA Short
LLMs vs. the World (Models)
Apple's First-Look Fall & Secondary Spring
Let Tim Cook
Group ChatGPT
Signal: Bubble Watch 📧
Why Microsoft Pushed OpenAI Aside
Meta AI vs. the World (Models)
The Wearable iPhone
Two AI Roads Diverged...
The iPhone Error
"Hey, There's a Bubble."
IPOpenAI
OpenAI's Local AI Device Dreams
Apple Finally Agrees to Fix Siri
Google's Epic Play Store Trade Puts More Pressure on Apple
AI is Breaking the Browser's Back
How Low Will Apple Go?
Buyer Beware Big Tech Gains (and Losses) Boosted By Big AI
Apple Services Guns for the iPhone Business
OpenAI Gets Their Cake and Microsoft Gets Their Stake
Netflix's New Goal May Be to Buy HBO Before HBO Can Be Bought
Apple Delays the Silly Big Foldable iPad
Microsoft's Halo Mary
Anthropic's Big Tech Strategy Deepens...
Netflix Thaws Their Theatrical Stance
Some Thoughts on ChatGPT Atlas
Disney Killed Kylo Ren, Again
AGI or Bust
Signal: Lego Heads 📧
The Checkered Flag is Out, Apple Finally Takes F1 Rights
Signal: How You Like Them Apples? 📧
Apple's AI Brain Bleed
Signal: An M5 Smack in the Face 📧
Spotify & Netflix Gun for YouTube's Eyeballs
Signal: Apple TV++ for You++ 📧
Apple TV+ Minus the Plus
Signal: One Subversion After Another 📧
Signal: Smothering Smoldering Sora 📧
Will a Celebrity Tsunami Hit Sora?
Signal: Google Had, Lost, and Found AI
Signal: The Perpetual Money Machine 📧
OpenAI’s Rising Tide Strategy
Amazon Feels the 'Heat 2'
Signal: Financial Funny Business 📧
Signal: A Legal Tidal Wave Approaches... 📧
OpenAI's Digital Assistant Device
Sora’s Slop Hits Different
Signal: The Life of a Dad 📧
Signal: Sora Break(s) 📧
Apple Confronts the Vision Pro Mistake
Sora Soars
Signal: Falling Into Hardware 📧
Thoughts on New Apple Things
Grading Alexa+ on a Curve
Kill the Cookie Consents
One Box Office Battle After Another
The Mysterious "New Ideas" for AI Data Center Build Outs...
TikTok Being Sold for a Song
Still Needing a Foundry Partner, Intel Looks to Apple...
TikTok's American Dream
Apple Steps In It With Hollywood, Again
OpenAI Sells Its Stake to Win AI