Keep an Eye on Netflix and Spotify
Both Netflix and Spotify deserve close monitoring. From Wall Street’s perspective, something is wrong with the companies. On a combined basis, Netflix's and Spotify's market caps have declined by 35%…
Essay Archive
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New Media’s Authenticity Problem
Prior to OpenAI acquiring TBPN for approximately $100 million, there had been something about the podcasts, newsletters, and livecasts comprising new media that wasn’t sitting right with me. It increasingly…
Acquiring TBPN Is an OpenAI Hail Mary Pass
OpenAI is spooked. Thanks to Anthropic grabbing a series of business, financial, and product wins along with the need to improve finances ahead of an IPO, OpenAI has been making…
AI Is in a Weird Place Right Now
Three years into AI mania, things continue to be volatile. The items capturing buzz continue to evolve while consumers are looking at AI with increasingly divergent viewpoints.
Consider the following…
The Apple Silicon Renaissance
For the past 10 days, an all-new $599 MacBook has captivated the tech press. A laptop grabbing so much attention in 2026 probably wasn’t on too many prediction lists. The…
Anthropic Is Grabbing Wins
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…
Wall Street Is Beginning to Panic About Big Tech Capex
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…
Meta Can’t Be Trusted With Smart Glasses
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…
Jony Ive’s Ferrari
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…
The AI IPO Race Is On
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…
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…
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 &…
