Inside Orchard

Although we are only three months into 2026, this is shaping up to be a good year for Anthropic. The company can count a number of business, product, and branding…

Over the past few years, a periodic topic that we have talked about in these essays has revolved around Wall Street’s evolving attitude to AI mania. On again, off again…

Last week, the NYT published a bombshell of a report that alleged Meta was looking to add facial recognition to its Ray-Ban Meta smart glasses while civil liberty groups were…

Earlier this week, Ferrari took the wraps off the first byproduct of its multi-year partnership with LoveFrom, Jony Ive’s and Marc Newson’s design consultancy. In a well-orchestrated unveiling in San…

SpaceX acquiring xAI may not seem related to Anthropic unveiling a controversial Super Bowl ad. However, the two developments this week speak to a financial race that is unfolding with…

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…

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…

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 &…

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…

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…

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…

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…