Digital Assistants

Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix

Thursday, October 16, 2025

Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and Netflix form the anti-YouTube alliance.

OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia

Tuesday, October 14, 2025

OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.

An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout

Wednesday, October 8, 2025

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An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.

OpenAI’s Windows Play

Tuesday, October 7, 2025

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OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.

Sora, AI Bicycles, and Meta Disruption

Monday, October 6, 2025

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Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.

An Interview with Ben Bajarin About AI Infrastructure

Thursday, October 2, 2025

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An Interview with Ben Bajarin about AI infrastructure, Nvidia, and Intel.

Sora the App, Sonnet 4.5 and the Question of Models as Processors

Wednesday, October 1, 2025

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OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.

OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

Tuesday, September 30, 2025

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OpenAI’s Instant Checkout highlights why AI commerce fills a unique role, to the benefit of Shopify and Etsy; will it work better than Meta’s native Checkout?

Meta Vibes, Good Vibes, Vibes Vision

Monday, September 29, 2025

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The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.

The YouTube Tip of the Google Spear

Tuesday, September 23, 2025

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I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix

OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia

An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout

OpenAI’s Windows Play

An Interview with Ben Bajarin About AI Infrastructure

OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips