Spyglass
If You're Not Paying for the Tokens...
Google’s Mind Is Now Less Deep
Microsoft's Many Aborted AI Takeoffs with Copilot
OpenAI Shows Some Receipts
What if Anthropic is Right?
Hollywood's Brand New Day?
Sticking the Landing
The CapEx Two-Step
'Apple as a Service' At Last
YouTube "Hackquires" Peacock
The Ideal Writing Day (At Least to Write a Spy Novel)
Thoughts on "Open" Models
How to Lose AI in 10 Days
Google (Again) Clearly Needs to Unite Their AI Clans
OpenAI Makes ChatGPT ChatGPT Again
Can Netflix Become (More Like) YouTube Faster Than...
OpenAI’s Chat Robot
Apple's Email Found OpenAI Well
Apple Going All-In on AI Chips
Reading Between the Apple v. OpenAI Lawsuit Lines
Super Apps Last All Summer Long
Apple Goes for OpenAI's Jugular
The ChatGPT "Super App" Sort of Super Sucks
Your AI Margin is Meta's Opportunity
The First True AI Chatbot
There Is No Phone
The Most Profitable Company Is... Samsung?
Netflix Needs a New Shakeup
Meta's Inevitable Cloud
Meta, Be Better
Comcast is Unbundling... Comcast
Natural Born Bloggers
The Market Shifts Apple
Inklings #022 📧
Amazon Meddles
Inklings #021 📧
About Those "Hackquisitions"...
Inklings #020 📧
Can 'Specs' Snap Snap's Losing Streak?
Inklings #019 📧
Regulation for Thee, Not for Me
Anthropic's Heel Turn
Inklings: AI Overkill • Anthropic Walks Back • Siri AI Just Works • Elon's Diamond Hands • Apple TV is HBO • OpenAI's RSI Clause • Siri is Not DTF
The AI Overkill Era
The Resuscitation of Xbox
Inklings #017 📧
Big Tech Conference Season
Apple Wins Consumer AI By Default
Dreams of a Siri That Doesn't Suck
Inklings #016 📧
"Chat is dead."
They're Building AI PCs, Will Users Come?
Inklings #015 📧
The Summer of 'Super Apps'
YouTube Beats AI to Disrupting Hollywood
Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA
Inklings #014 📧
Meta's Premium Branding Mess
Let There Be Luce
Inklings #013 📧
The Great AI IPO Race
NVIDIA's Profit Crown
Google 'I' Hold the 'O'
Inklings #012 📧
Lessons from the Luddites
Inklings #011 📧
OpenAI Picks An Apple Fight
Inklings #010 📧
An Actual AI PC
Amazon Phones Home
Take Me Down to the "Amateur City"
Inklings #009 📧
CapEx, Clauses, & Compute
Inklings #008 📧
EyePods
The Case for Apple + Disney
Anthropic Boosts SpaceX into the Neocloud Orbit
Inklings #007 📧
Inklings #006 📧
The iPhone's BlackBerry Moment
The Age of the “Super App” — Again and Again and Again
Inklings #005 📧
Apple's Binary Bet
Stargate Powers Some Gaslights
Inklings #004 📧
John Ternus' Magic Show
Microsoft Claws Away 'The Clause' as OpenAI Claws Back Some Independence
Inklings #003 📧
Inklings #002 📧
AI in the Sky
Inklings #001 📧
A Cook's Tour
Jensen Roars 📧
An Empty Notebook 📧
Netflix Clearly Remains Movie Theater Curious
The AI Battle For You Face 📧
Meta’s Recurring Apple Nightmare
Serious About Computing? You Should Build Your Own AI.
'Project Hail Mary' as a Sign of the Times
Bring Your Own Wolverine 📧
BYOAI
Meta Sets the Table with Table Stakes AI
The Casual Catastrophe of AI
Meta's "Open"-ish New AI Models
Spyglass Aloud
Dossier #001 – Go Blue 📧
A Conversion to Apple
OpenAI's Soft Power Play
The NFL Will Bleed Cable Dry Before Tech Takes Over TV
The 70 Year Old iPhone
Big Techbacco
So Long, Sora
Apple Realizes There Should Be An App For That
Before MacBook Neo, There Was iBook
Meta Keeps Missing
Microsoft Got Sloppy with Windows
Amazon's Novel Approach to a Newfangled AI Device: a Phone?
OpenAI's Odyssey
Actually, MacBook Neo Is For Me
Microsoft Adds More Copilots to Help Copilot Copilot
Jensen in the Arena
Warner Bros Wins the Oscars
Firefly Flies Again
Maybe You Can't Just Throw Money at AI
'iPhone Fold' as 'iPad Mini' Folded
Fixing the Windows in a Broken Home
Meta (or Microsoft) Steals a Stargate
OpenAI is Busy Both Bundling and Unbundling
Apple's Hail Mary, Anthropic's Savior
Apple is Writing Product Checks That Siri Can't Cash
The Lobster
When Knees Buckle, then Bend, then Break
AI in a Time of War
The Death of the 30% Cut
MacBook Neo: Whoa
There Are Signs...
AI Am Become Death
Increasingly, Big Tech Owns Big AI
TUDUMB
Apple is About to Have *Two* Toaster/Fridge Hybrids
Tasty AI
Exbox
NVIDIA Inside
Can OpenAI Build Alexa Before Amazon Can Build ChatGPT?
Apple's Next Big Thing: the iPhone
Little? Yellow? Different?
Netflix Calls Paramount's Bluff
DeepSeek 2: The Movie
I Am the Great Glassholio!
Apple Cannot Be Sirious
Love It If We Made It
YouTube TV Finally Kills Cable
It's The Thought That Counts
A Car By the People Who Would Have Designed the Apple Car
Sometimes It's Too Slow
Wall Street Starts to Turn on AI
Alexa+ Plus ChatGPT?
AI Bots Are Molting
Space Twitter!
My 2026 iPhone Homescreen
NVIDIA and the Case of the Missing $100B OpenAI Investment
Where the Wild Bots Are
Meta Bets the Farm, Apple Milks the Cows
The Anyone-But-Google AI Alliance
Apple's Dark Knight
Yahoo Scouts a New UI Path for AI
DeepSought
Aside From That, Mr. Cook, What Did You Think of the Movie?
The Clock Starts for Star Wars: Episode X
Apple's Twin Suns
Pinning Hopes on New AI Hardware – Again – Even Apple
An Actual AiPhone
Make TVs Great Again
Hollywood Cuts Off Its Future to Spite Its Present
My Boy's Wicked Smart on AI
Will OpenAI Ads Click with Users?
Ted Sarandos Triples Down
AI's Perception Problems
OpenAI Transfers Their Drama IP to Thinking Machines Lab
The Vision Pro Slam Dunk
"Hello, Computer."
And the Winner of Apple's Great AI Bakeoff is... Google
AI Needs Its Steve Jobs
The "AI-Generated Hit Movie" Horror Story
The Incredible Valuation Heights of the OpenAI "Constellations"
Gmail's First Lunge Towards Stabbing Email to Death with AI
Microsoft's Would-Have-Been $30B "Hackquisition" of OpenAI
Back to Basics Bond
Microsoft 365 XP Copilot 3.11 for Workgroups Office 2024 app
Decidedly Not Live from CES... 📧
Clever Clicks
Stranger Things Have Happened Than Netflix's Box Office Success
10 Big Predictions for 2026
Manus: The Hands of Enterprise AI Fate
2025 Predictions Revisited
Apple's 'Pluribus' Slop
NVIDIA’s Christmas Eve 'Hackquisition' Miracle
Signal: End of the 2025 Line 📧
The AI Chaos Ladder
YouTube Hands the Best Acquisition Oscar to Netflix
ChatGPT Starts to Break the Bounds of Chat
Conflicts & Interests in AI
Congrats Regulators, You Killed Roomba
The Grand Netflix Hollywood Unification Theory
Signal: Grabbing the Popcorn
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