Veo

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.

An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators

Wednesday, September 17, 2025

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An interview with YouTube CEO Neal Mohan about empowering creators while leaning into AI.

Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search

Tuesday, December 17, 2024

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Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.

Google and Meta Earnings

Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search

Google and Meta Earnings

The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round

Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

Google Earnings, Meta Earnings

Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

Intel Earnings, Intel’s Differentiation?, Whither Terafab

Google and Meta Earnings

The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round

Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

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