The Application of AI
How AI works, and might work in the future
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Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
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It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.
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Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
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Spotify Earnings, Individualized Networks, AI and Aggregation
Spotify’s nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place.
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An Interview with United CEO Scott Kirby About Tech Transformation
An interview with United CEO Scott Kirby about how rebuilding United’s technical infrastructure laid the foundation for transforming the airline.
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An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy
An interview with Rivian founder and CEO RJ Scaringe about starting a car company, scaling, and building for an autonomous future.
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An Interview with Ryan Jones About Flighty and Building Apps in 2025
An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved over the last 15 years.
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An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
An interview with Atlassian founder and CEO Mike Cannon-Brookes about building Atlassian and why he is optimistic about AI.
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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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An Interview with Unity CEO Matthew Bromberg About Turnarounds
An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.