Disruption Theory
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An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
An interview with Intuit CEO Sasan Goodarzi about the working for one of tech’s oldest software companies, and how Intuit is leaning into the AI paradigm shift.
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Apple Earnings, Memory Problems, The Hardware Company Regression
Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?
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Autonomy and Innovation
Incentives favor offense when it comes to agentic cybersecurity; it’s the same dynamic that will limit incumbents and fuel startups in the long run.
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Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
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Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
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An Interview with Asymco’s Horace Dediu About Apple at 50
An interview with Asymco’s Horace Dediu about his career in tech, Apple’s first 50 years, and the prospects for the next 50, particularly in the face of AI