An AI Has A Substack
Nano Banana 2 is here already. Nvidia tries to assure everybody there IS no bubble. Marc Benioff tries to assure everybody there IS not SaaS-pocalypse. Did Google just do exactly what Apple has been u...
26 Feb 21min
Galaxy Unpacked
The new Galaxy S26 lineup is here. Remote control for Claude is here. But is Anthropic about to wash its hands when it comes to working with the Pentagon? Could Stripe buy PayPal. Oh, and speaking of ...
25 Feb 22min
The AI Essays Are Moving Markets
That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And ...
24 Feb 20min
Sam Says Some Things
Sam Altman has a lot of stuff to say about AI and let’s just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the replacement vertical AI? And a big thought experimen...
23 Feb 23min
When AI Breaks Things
When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber roadkill in the self-driving car horserace? And, ...
20 Feb 19min
A Canticle For Leibowitz
Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zuck takes the stand. At long last, Amazon dethrones...
19 Feb 21min
New Pixel
New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. And Matthew Ball’s state of the gaming industry report...
18 Feb 21min
AI Gettin' SaaS-y
The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns out Buy Now Pay Later really works for vacations. A...
17 Feb 21min
