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The Great (ai) Game vs AI Theater “The game is so large that one sees but a little at a time.” To understand AI, its stakes and its long-term impact, you have to step away from the cacophony of headlines. And instead ta…

If AI is the new great game, then does the US have a plan? China sure seems to have one, for they are playing the long game to win. My latest piece (via blog and newsletter). om.co/2026/03/05/t...

The early 2000s/12" PowerBook G4/"Switch" campaign-era vibes are STRONG.

When you come from Windows 11, Tahoe troubles are a tempest in the teapot

Did you mean JFLLM

With Neo Apple Goes After Windows 11 It has been a long time since I used the words “cute” and “want” about a computer. Last time, I probably did when Steve Jobs (RIP) was trying to save Apple and introduced th…

Apple's new low-end laptop, Neo, is cute and colorful. And it is a full frontal attack on Windows 11 (and Chromebooks). With Windows 11 users upset, this is good timing for Apple. om.co/2026/03/04/a... (tip @techmeme.com

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Apple Does Fusion. For the first time in five generations of Apple Silicon, these chips are not a single piece of silicon. The newly announced M5 Pro and M5 Max use what Apple calls Fusion Architecture. This is a big…

Apple has been introducing a gaggle of products. The one that is going to go under the radar is its Fusion Architecture, for it could be the underpinning of its future efforts. This is boring on the surface, but bold in reality. om.co/2026/03/03/a...

Well said. Going to have to steal that line 😃

That is always the case. It will never change. Power means you rewrite reality

Apple Does Value (Week) Tim Cook calls it a “big week.” I’d call it Apple’s “budget week.” Or value offensive. Either way, the first week of March 2026 is not about Apple introducing fl…

Apple has decided that $599 is the new floor for a “real” Apple device. Not a hand-me-down, not last year’s leftovers. But a current-generation product with current-generation silicon. It’s also about hitting Microsoft when things are topsy-turvy in the Windows ecosystem. om.co/2026/03/02/a...

$110 Billion in Name Only I wrote last month about the announcement economy, where bombast and news releases are meant to dominate news cycles. Being right or wrong doesn’t matter. Whether the money actually arrives i…

Since you brought it up, I had to really update my post. :) TY for the shake-up om.co/2026/03/02/1...

But press release is amazing :)

This is a good piece not only on Block but on AI, including the term AI washing. If you read anything on the topic read this

Enveda's AI makes drugs from plants. It could revolutionize pharma. Enveda, led by founder Viswa Colluru, thinks making drugs from plants using AI and robots will revolutionize pharma worldwide.

“Going natural” has become something of a third rail in drug development. Dozens of pharma companies big and small have tried. Enveda has a plan to win. @fvogelstein.bsky.social reports. crazystupidtech.com/2026/02/27/e...

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More like OpenAI=Open(ended)A(san)I(nvestment)

The key to understanding OpenAI is that nothing is permanent in their world. They change their ideas and terms as they see convenient. I think that is why I think the whole thing is an Amazon justification. There will be no $100B bill they can pay in addition to what they owe Azure, Oracle.

Block & Tackle: Job Cuts & the AI Narrative Jack Dorsey, CEO of Block (the company formerly known as Square), went on X (the company formerly known as Twitter, which he co-founded) and shared a lower-case employee memo, candidly outlining hi…

Operational inefficiencies, over-hiring, and general lack of financial discipline are a common malaise, especially among mid-tier tech companies that have lived on the largesse of cloud, mobile, & ZIRP. Block is a poster child. Rest is spin.

om.co/2026/02/28/b...

Didn't Microsoft already do that. I mean they are the canary in the coal mine of all things AI+Cloud.

it's in the air. it's just a matter of time now

No, that is not credits for cloud compute. It says clearly in the press release

And my caveats are all rough back of the envelope math based on whatever they are saying. :) Will wait for SEC filings to really get the real numbers unless they are fudging those too.

OpenAI - OpenAsInvestment

Bsky still thinks it is 2012 Social Web. :) Nice, but really things are so different really

I was a wee bit offline for a few days so missed some of the conversation. I need the break to control my sanity :)

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Amazon & The Cost of (AI) Lateness My word, the torrent of news keeps coming. You have hardly had time to digest the news of the $30 billion raise by Anthropic, and here we are dealing with $110 billion in new funding by OpenAI. (We…

The underlying story of OpenAI's jaw-dropping $110 billion raise is really about Amazon, and how as a "cloud leader" it slipped when it came to AI, and recognizing the opportunity early compared to Azure. Now it’s costing the company billions. om.co/2026/02/27/a...

Sam “Claws” Attention Back OpenAI Sam Altman got his man. Not only to compete with Anthropic’s Claude Code, but also to show the world what is possible with Codex. And at the same time, he got a brand-new story to tell about …

Why OpenAI getting OpenClaw in its clutches is a good thing. For the company, and for the Claw ecosystem. Some reasons, and a general reflection on the news/hype cycle in this Monday morning piece. om.co/2026/02/16/s...

Is Waymo Worth $126 Billion? Over the past three years, I have embraced three technologies almost completely. Generative AI, Apple’s Vision Pro, and Waymo. They are all part of my daily routine. And while I can skip Visi…

When reading an interview with @waymo co-CEO in @Bloomberg, I was hoping for some clarity to help understand the $126B valuation and Waymo’s growth trajectory. When I didn't get any, I did my own math. Waymo has a "physics" problem. And I say that as a Waymo fanboy.

om.co/2026/02/12/i...