All Content
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Atlassian Buys The Browser Company, Browser Wars, Why Atlassian
Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m skeptical that browsers are the future.
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Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too important to undo.
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Made by Google 2025, AI Trade-offs, Google and the Long-Term
Google’s latest Pixel event re-imagined launch events; it was appropriate given that Google is truly re-imagining the smartphone.
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Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs
Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China.
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KPop Demon Hunters, Sony’s Risk, The Netflix Aggregator
KPop Demon Hunters is the hit of the year. Sony missed out, but they didn’t make a mistake; Netflix won the reward by being an Aggregator.
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U.S. Intel
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
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A Personal Update and Vacation Break
A Personal Update and Vacation Break
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ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades
GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.