All Content
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Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage
More on the U.K. vs. Apple, and then Netflix’s earnings demonstrate how an Aggregator’s advantage compounds via pricing power.
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Grok 3, The Nvidia Shortcut, Competitive Implications
Grok 3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.
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An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy
An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.
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Super Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence
The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.
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The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid
The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.
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Deep Research and Knowledge Value
Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents
An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.
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Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.
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Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.