tech, startups, internet

AI and the big five.

To Stratechery’s Ben Thompson, “it seems clear … that this is a new epoch in technology.” So how might the giant tech companies of the last decade play a role in this new epoch? The premise here is that, “some […]

tech, startups, internet

Microsoft’s full circle.

Stratechery highlights the excellent strategic position that Microsoft has created after losing their Windows dominance. “Moreover, it seems likely this empire will be more durable than the old Microsoft republic: the entire reason why Windows faltered as a strategic linchpin […]

tech, startups, internet

IOT finally coming to your toilet.

Device maker Withings announced their U-Scan urinalysis hardware at CES this month. They’ll be available for sale to Europeans later this year, and Americans someday (pending FDA clearance). To quote my 2018 self: “I’ve been talking for some time about a future […]

tech, startups, internet

Why generative AI is mostly a bad VC bet.

From the highly credible Rob May, investor in 100+ AI companies. His point is that there’s little defensibility for most of these companies. First, before there are no barriers to entry. Second, the foundational models that these companies rely on […]

tech, startups, internet

Interview with Sam Altman of OpenAI.

From How I Built This: “Sam talks about his journey from Stanford dropout and teenage entrepreneur to president of the legendary startup incubator Y Combinator and co-founder of the nonprofit OpenAI. Plus, Sam shares his hopes and fears for the […]

tech, startups, internet

The playbook for a turnaround.

Former CEO of Reddit thinks Twitter will pull through despite the poor turnaround execution because “Social networks are surprisingly durable.” He goes on to share the, “…playbook for how to take over a dysfunctional company and quickly turn it around.” […]