Regulation
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Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement
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Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.
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Apple Retreats
Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.
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An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust
An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.
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An Interview with SAP CEO Christian Klein About Enterprise AI
An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.
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Apple Held in Contempt, The Crux of the Case, The Takings Clause
The judge in the Epic case released a devastating ruling on Apple’s lack of compliance in terms of allowing links to the win; Apple was clearly in the wrong, but still might win on appeal.
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Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons
Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take seriously.
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Google Earnings, Search and AI, Building AI Products
Google’s earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.