The Future
To figure out the future, first understand the structures being built — and destroyed — today.
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Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?
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The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.
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Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
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We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service
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An Interview with Craig Moffett About SpaceX and Bubbles
An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.
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Game Decompilation, Is This Legal?, A Well-Trodden Path
Games are being decompiled, but the real risk to gaming is new games and increased personalization.
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The SpaceX IPO and Data Centers in Space
There isn’t a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.
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The Inference Shift
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won’t matter when humans aren’t involved.
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Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.
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An Interview with Bill Gurley About Runnin’ Down a Dream
An interview with long-time (retired) VC Bill Gurley about his new book about building a career you love, Uber, and the modern state of VC.
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Thin Is In
Thick clients were the dominant form of device throughout the PC and mobile era; in an AI world, however, thin clients make much more sense.