Evolution of Technology
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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American Disruption
A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it.
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An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.
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Microsoft EOLs Skype, Skype’s Founding, Microsoft’s Skype Charity
Microsoft is pulling the plug on Skype, a service they never should have acquired and on which they spent way too much time and money; I’m still sad.
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An Interview with Manna Founder and CEO Bobby Healy About Drone Delivery
An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.
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Intel’s Death and Potential Revival
Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.

