Industries
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An Interview with Anduril Co-Founder and CEO Brian Schimpf About Paradigm Shifts
An interview with Anduril co-founder Brian Schimpf about the Lattice SDK, competing for the Collaborative Combat Aircraft Program, and building AI with Palantir.
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The Anduril Lattice SDK, Understanding Lattice, Anduril + Palantir
Anduril announced the Lattice SDK, which isn’t as exciting as a new weapon, but is in fact much more important for the future of the U.S. military
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Amazon Earnings, Robotics and Amazon’s Expanding 1P Business
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.
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An Interview with Gregory Allen About Transforming U.S. Defense
An interview with Gregory Allen about U.S. defense and the role that tech plays in overhauling what is a very dysfunctional process.
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An Interview with Zillow CEO Jeremy Wacksman About Evolving Strategy
An interview with new Zillow CEO Jeremy Wacksman about Zillow’s evolving strategy over the years, and how home buying is changing as the agent market faces momentous shifts.
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The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings
The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.
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An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.

