In AI, You Can't Catch Up
You may notice that "everyone" seems to have decided that the frontrunners in AI foundation models are Google, Anthropic and Open AI. What happened to Microsoft, Meta and xAI?
What Matters (To Me)
OG tech pundit writing about more than "just" tech, even though I've been writing about tech (and business) since 1980...
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Latest posts
Is Claude Code A False Positive?
Claude Code is phenomenon, no doubt. But does the ability to program make it AGI?
Can An IPO Fail?
The question occurred to me when I read the S1 prospectus for SpaceX.
I Don't Think Sam Altman Lies
But he doesn't know how to run a company. Sure, he's a risk taker and aggressive and smart as a whip, but he wouldn't recognize a strategy if it hit him in the face.
I'm betting on David Ellison
Now that Netflix decided to stop being the boogeyman, Hollywood is freaked out about Paramount Skydance buying Warner Bros Discovery!
My son, the vibe coder
Stewart III, co-host of our podcast, Stewart Squared, just vibe coded a video podcast recorder. We have been using Riverside, the incumbent in the domain, but he was annoyed enough to make his own.
Dear Silicon Valley: Resistance Is (Also) Futile
Software must be a media business, since it disrupts its own legacy business models. The most interesting disruption may be vibe coding!
Dear Hollywood: Resistance is Futile
Technology is relentless; it doesn't stop or slow down to make the old guard feel comfy.
I Agree With Yann LeCun
You can pick and choose your view of the future. Ilya Sutskever. Geoffrey Hinton. Dario Amodie, Fei Fei Li, Demis Hassabis and a bunch of other extremely smart people. I'm in the Yann LeCun camp.
Remembering Brent Schlender
This is an obituary. Neither The Wall Street Journal (where he worked) nor the New York Times (which is famous for writing obituaries) wanted to publish it. So I'm doing my own.