OpenAI Makes ChatGPT ChatGPT Again
Still far from perfect, but less of a complete and utter mess...
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30 of 48Can Netflix Become (More Like) YouTube Faster Than...
YouTube is poised to unify the streaming championship belts...
OpenAI’s Chat Robot
What can Apple say about a device designed for vocal AI?
Apple's Email Found OpenAI Well
Well, not well. But it seemingly still found their inbox...
Apple Going All-In on AI Chips
Might they too challenge NVIDIA one day, at least on inference?
Reading Between the Apple v. OpenAI Lawsuit Lines
This is clearly about more than one or two people...
Super Apps Last All Summer Long
A chat about AI Super Apps, Apple's AI position, and World Cup VAR
Apple Goes for OpenAI's Jugular
If their lawsuit is successful, that ChatGPT device may be no more...
The ChatGPT "Super App" Sort of Super Sucks
Even if it's ultimately the right call, the new Mac app is a mess...
Your AI Margin is Meta's Opportunity
Mark Zuckerberg comes out swinging with an AI business model and low-low prices
The First True AI Chatbot
As in, actually chatting. As in, with voice.
There Is No Phone
OpenAI is not building a phone. Amazon is not building a phone. And now SpaceX is not building a phone. Are you sensing a trend? The trend is that basically the entire tech industry is rumored to once again be building their own smartphones. But they're all de…
The Most Profitable Company Is... Samsung?
The chip business pushes them past Apple – and even NVIDIA!
Netflix Needs a New Shakeup
Outflanked by YouTube, they need a true focus on engagement...
Meta's Inevitable Cloud
Their need to diversify the business meets the AI build out concerns...
Meta, Be Better
Getting banned on WhatsApp is both bullshit and a real problem.
Comcast is Unbundling... Comcast
The company can't stop cutting itself in two, but who is buying? Netflix? SpaceX?!
Natural Born Bloggers
Rest in peace, Om Malik.
The Market Shifts Apple
Apple used to bend suppliers to their will. The world has changed.
Inklings #022 📧
Amazon's OpenAI Movie • Meta Glasses • Microsoft's AI Narrative Pivot • Google Falling Behind in AI, Again?! • OpenAI's Ads Pitch • Expensive Consoles
Amazon Meddles
Thoughts on Amazon MGM bailing on their OpenAI movie...
Inklings #021 📧
"Hackquisitions" Revisited • Amazon Kills the OpenAI Movie • Netflix is TV • Snap Spins Off AI • Trump Mocks His Big Tech Sycophants
About Those "Hackquisitions"...
The first crop certainly haven't panned out...
Inklings #020 📧
Snap's Specs • Apple's Price Increases • Epic's "Open" Plea • Siri's Rebuild • AirPods with Cameras In Late 2027 • OpenAI Steals Noam Shazeer • SpaceX's "Cheap" $60B Deal • Anthropic's Breach... of Trust • Meta's Ongoing Turmoil
Can 'Specs' Snap Snap's Losing Streak?
Sadly, no. Not at these prices. But they had little choice...
Inklings #019 📧
As the Anthropic Turns • Nadella's Frontier • UK Social Media Ban • Fox Buys Roku • Spielberg Returns • Why No More Zuck for Eisenberg • SpaceX's Colossal Data Center Problem • Inside Meta's "Gulag"
Regulation for Thee, Not for Me
Why did the Trump administration go nuclear on Anthropic – again?
Anthropic's Heel Turn
It's perhaps more of an Anakin Skywalker situation...
Inklings #018 📧
AI Overkill • Anthropic Walks Back • Siri AI Just Works • Elon's Diamond Hands • Apple TV is HBO • OpenAI's RSI Clause • Siri is Not DTF
NVIDIA and the Case of the Missing $100B OpenAI Investment
The massive deal touted by both OpenAI and NVIDIA as a landmark one now looks a lot different – unless you ask Jensen Huang...