Articles
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
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Robotaxis and Suburbia
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.
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OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
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iPhones 17 and the Sugar Water Trap
Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.
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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.