The AI Unbundling

AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.

Instagram, TikTok, and the Three Trends

Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.

Thin Platforms

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms

DALL-E, the Metaverse, and Zero Marginal Content

Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.

The Great Bifurcation

Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.