Elon Musk is steamrolling Wall Street to become a trillionaire
…And all the hype right now is around AI, with OpenAI and Anthropic both expected to go public or at least file to go public. Anthropic did that today. I think Elon…
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What Apple’s OpenAI lawsuit is really about
…Anthropic capitalized on that with its Super Bowl ads that were anti-AI ads. OpenAI has been dealing with that fallout and just trying to say, “Hey, don’t worry, we’re…
Inside Microsoft’s wave of executive departures
…I think it’s more of an admission that consumer Copilot has failed to compete with Gemini and ChatGPT, and that Suleyman’s time would be better spent on competing with Anthropic…
Apple’s AI promises are finally, almost, sort of, here
…Unlike Microsoft, Apple isn’t trying to prove it can go head-to-head with the likes of OpenAI or Anthropic unaided; its new Siri is fueled by Apple foundation models powered…
The Stepback
…Stevie Bonifield Nov 30, 2025 Apple TV wants to go big The streamer is the place for premium sci-fi, but can it catch up with the competition? Andrew Webster Nov 23…
What’s next for Microsoft’s Surface PCs?
…That’s where Qualcomm’s Snapdragon X chips have been weaker than the competition, and Nvidia has an opportunity to really push Windows on Arm gaming laptops forward with a stronger GPU…
Skydio CEO Adam Bry on why Silicon Valley shouldn’t draw red lines for drone use
…We’ve seen this in chips, in raw materials like steel and magnets, and with cars. Drones are one slice of this broader geopolitical competition, which is really technology competition. With respect…
CEO Melanie Perkins explains Canva’s big pivot to AI
…Who’s your biggest competitor? Who’s our biggest competitor? You can’t say no one. You can’t be a $4 billion company with no competitors. That’s not a choice…
That UL logo is more complicated than it looks
…Are you engaged with OpenAI or Anthropic or xAI or Meta? We’re not directly engaged with OpenAI or Anthropic. We certainly have done a fair amount of work with Meta through…
Nvidia’s new financial strategy does not compute
…That, in turn, made it easier for companies to get new loans with Nvidia chips than with competitors’ GPUs — the cost of financing Nvidia GPU loans was lower because the collateral is…