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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An Interview with Booking CEO Glenn Fogel About Travel and Aggregation
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.
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Atlassian Buys The Browser Company, Browser Wars, Why Atlassian
Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m skeptical that browsers are the future.
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Made by Google 2025, AI Trade-offs, Google and the Long-Term
Google’s latest Pixel event re-imagined launch events; it was appropriate given that Google is truly re-imagining the smartphone.
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ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades
GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.
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Figma S-1, The Figma OS, Figma’s AI Potential
Figma is well-placed to succeed in an AI world, because they are an operating system. However, they need to move quickly to capitalize, and that explains why they are going public.
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Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.
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An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI
An interview with Cursor founder and CEO Michael Truell about AI coding and capturing the critical point of integration in the AI value chain.