All Content
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Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.
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An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI
An interview with Cursor founder and CEO Michael Truell about AI coding and capturing the critical point of integration in the AI value chain.
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Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon
Nike executed a disastrous pivot over recent years, away from physical retail to D2C. Now they have no choice but to embrace Amazon, but that might be the best thing that could happen to them.
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Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion
Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone.
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An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust
An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.
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The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality
The ESPN streaming service is official, completing the transition of sports watching from inevitability to intentionality.
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Claude 4, Anthropic Agents, Human-AI Agents
Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots.
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OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem
OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.
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Google I/O, The Search Funnel, Product Possibilities
Google I/O was impressive and overwhelming, but the only product that impressed was Search.