Google I/O and the Coming AI Battles

Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.

AI, NIL, and Zero Trust Authenticity

AI-generated content is not going to harm those with the capability of breaking through: it will make them stronger, aided by Zero Trust Authenticity

The End of Silicon Valley (Bank)

Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.

What the NBA Can Learn From Formula 1

Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating

AI Bundling Follow-Up, iPhone Follow-Up

Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.

Political Chips

Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.