Inside Orchard

Inside Orchard

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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…

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…

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…

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…