All Content

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

Thursday, October 1, 2026

An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.

OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

Wednesday, September 30, 2026

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OpenAI’s Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem.

One More Note on Agents, Meta Connect, Meta Enterprise Platform

Tuesday, September 29, 2026

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Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.

Apps, Agents, and Aggregation

Monday, September 28, 2026

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Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

Thursday, September 24, 2026

An interview with Colossus EIC Jeremy Stern about profiling Mark Zuckerberg and other prominent tech figures.

More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?

Wednesday, September 23, 2026

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Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google?

Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator

Tuesday, September 22, 2026

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Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.

Frontier Overhangs

Monday, September 21, 2026

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Watch on YouTube

Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement.

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

Thursday, September 17, 2026

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An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

Salesforce AI Force, Agents as UI, The Race to Headless

Wednesday, September 16, 2026

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Salesforce is abandoning UI as a moat, which is a very smart move because it’s disappearing for everyone.

The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

One More Note on Agents, Meta Connect, Meta Enterprise Platform

Apps, Agents, and Aggregation

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?

Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator

Frontier Overhangs

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

Salesforce AI Force, Agents as UI, The Race to Headless

The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

Personal AI

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

One More Note on Agents, Meta Connect, Meta Enterprise Platform

The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns

Breaking Cooper Flagg News, A Jokic Commitment, Maluach Madness, and Lots More from NBA Media Days

Personal AI

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People