Tesla Needs Bridges, but Elon Musk Refuses to Build Them
Earlier this week, Tesla released quarterly earnings. Instead of any specific number grabbing headlines, there was one line from Elon Musk on the Tesla earnings call that made waves. Tesla…
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Meta Pulling Back From VR Was Inevitable
Last week, Meta announced it was laying off 10% of employees in its Reality Labs division, which is home to the company’s VR/AR/MR/HW pursuits. The layoffs were aimed at VR…
Barnes & Noble Has Become an Antidote to Amazon
If someone said ten years ago that Barnes & Noble, the U.S. book seller, would experience a resurgence in the mid-2020s, few would believe the prediction. And yet, Barnes &…
Why AI Slop Worries Me
The feeling circulating on social media, where much of AI mania lives and breathes, is that AI slop is the next iteration of the short form video revolution. There is…
Warner Bros. Discovery Won
While everyone is focused on whether Netflix or Paramount Skydance will acquire Warner Bros. Discovery, there’s a different way of thinking about the situation. Regardless of who wins (and we…
Wall Street to Silicon Valley: “Show Me the AI Money”
Earlier this year, we discussed how we were entering a new phase of AI mania in which more attention would be given to products and competition. The idea that a…
Neo’s Good, Bad, and Ugly Sides
At least for a few days two weeks ago, robotics start-up 1X captured hearts and minds with a humanoid robot called Neo. In a 10-minute keynote that went viral on…
Who Is OpenAI’s Competition?
For the past few years, consensus has landed on Google being the company that needs to be most concerned about OpenAI. On paper, the corresponding narrative isn’t too complicated. As…
The Race for Our Eyes
Following Mark Zuckerberg’s Connect 2025 keynote, online reactions to Ray-Ban Meta Display were surprisingly upbeat. Most gadget reviewers seemed to say just enough in their initial impressions videos and articles…
The Opendoor Craze
As someone who has spent nearly two decades following equity markets, we are seeing a new kind of craziness with little historical precedent. Individual investors on social media are seemingly…
Content’s Long Tail Is Being Weaponized
Boomboxes offering nothing more than a cassette player and AM/FM radio have grabbed my interest. While on a short vacation recently, in lieu of screens, my children turned to a…
Elon Musk Should Step Down as Tesla CEO
Two weeks ago, Tesla unveiled a fast-food diner and drive-in theater complete with Superchargers in Hollywood. Seemingly out of nowhere, a wave of Tesla influencers descended upon the eatery to…
Ten Uncomfortable Truths in Tech
We will try something a little bit different this week: Ten uncomfortable truths that are currently found in tech. Each one of these can be turned into their own Inside…
