All Content

An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout

Wednesday, October 8, 2025

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An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.
OpenAI’s Windows Play

Tuesday, October 7, 2025

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OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
Sora, AI Bicycles, and Meta Disruption

Monday, October 6, 2025

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Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
An Interview with Ben Bajarin About AI Infrastructure

Thursday, October 2, 2025

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An Interview with Ben Bajarin about AI infrastructure, Nvidia, and Intel.
Sora the App, Sonnet 4.5 and the Question of Models as Processors

Wednesday, October 1, 2025

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OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.
OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

Tuesday, September 30, 2025

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OpenAI’s Instant Checkout highlights why AI commerce fills a unique role, to the benefit of Shopify and Etsy; will it work better than Meta’s native Checkout?
Meta Vibes, Good Vibes, Vibes Vision

Monday, September 29, 2025

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The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.
An Interview with Booking CEO Glenn Fogel About Travel and Aggregation

Thursday, September 25, 2025

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An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent.
YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power

Wednesday, September 24, 2025

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YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.
The YouTube Tip of the Google Spear

Tuesday, September 23, 2025

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I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.

How NOT to Miss a Free Throw, Generic Houston Rockets Slander, The Top 100 Pleasant Surprises

All Content

An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout

OpenAI’s Windows Play

An Interview with Ben Bajarin About AI Infrastructure

OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

An Interview with Booking CEO Glenn Fogel About Travel and Aggregation

How NOT to Miss a Free Throw, Generic Houston Rockets Slander, The Top 100 Pleasant Surprises

(Preview) The War in Iran and the Visit to Beijing; New DNI Assessments on Taiwan; Military Scientists Disappearing From Public View

Jensen Huang’s Jobsian Keynote

Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An Interview with Robert Fishman About the Current State of Hollywood

How NOT to Miss a Free Throw, Generic Houston Rockets Slander, The Top 100 Pleasant Surprises

(Preview) The War in Iran and the Visit to Beijing; New DNI Assessments on Taiwan; Military Scientists Disappearing From Public View

Jensen Huang’s Jobsian Keynote

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An Interview with Robert Fishman About the Current State of Hollywood

An Interview with Gregory Allen About Anthropic and the U.S. Government