Why are chips interesting again?
Chips have always been the foundation of tech, but the rest of us didn't need to pay much attention - stuff just got faster every year. But now there are actual real, big, interesting structural chang...
19 Dec 202241min
No Soup for You! Regulating tech M&A
Within and Activision, but also PA Semi and Android - how do we think about big tech buying stuff, and why is it hard for regulators?
11 Dec 202238min
ChatGPT and the Imagenet Moment
When machine learning started really working, back in 2012-13-14, the demos were amazing, but it wasn't immediately obvious how universal the applications would be. The same with Generative AI now - n...
5 Dec 202240min
All the other things happening in tech part 1.
What does Anker have to do with Mr Beast, Amazon ads or Aesop? A chat about unbundling ecommerce and building brands in a world of infinite media.
29 Nov 202230min
The FTX face-palm
What can we say about a ‘crypto’ crash if we’re not crypto people, nor Wall Street people? How much does it matter?
18 Nov 202230min
How many metaverses?
Every now and then, big company CEOs all read the same tech trends piece and send the same email - "what's our strategy for this?!" And in 2022, there were a lot of "metaverse?!" emails. But what does...
31 Okt 202232min
Wondering about generative AI
Generative AI looks like second wave of ML hat might be as big a deal as the Imagenet wave from 2013 or so. What questions can we ask?
19 Okt 202236min
Figma, unbundling and $20bn of antitrust
What does Adobe's purchase of Figma tell us about the ways that software is changing, and the kinds of tools that people build and use? And, how long until the antitrust lawsuit arrives?
19 Sep 202236min
