I have been an iPad fanboy for a long time. I never leave my house without it (and the keyboard to go with it). I currently own an M4 iPad Pro (11-inch) which is really good for reading, writing, the Internet, email, Claude, a lot of Lightroom and watching YouTube. And of course, listening to …

It was Apple week and unsurprisingly even I got carried away and wrote a lot about Apple’s launch week. While the big high-end items were new MacBook Pros, the real story to me was the Fusion Architecture. But I am a chip-kinda guy. Sadly, Apple doesn’t give you the deep details, so one is left …

“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 take the time to think of it as the Great Game. The Great Game was the 19th century strategic rivalry …

Centurium Capital, the controlling shareholder behind Luckin Coffee, is buying Blue Bottle from Nestlé for under $400 million. Smart move.They are not buying just a just a coffee brand. They’re buying a pre-built foothold in the US, plus a brand that still carries a premium in markets where Chinese names have historically struggled, South Korea …

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 the iBook. Oh, baby, that was cute, cuddly and just different. Apple’s new “Neo” machine made me go cute. And the $699 …

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 structural change, with long-term implications. And you can see this at work in the newly announced flagship Apple …

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 flagship devices. Instead, it is about Apple showing off its operational scale, taking on the value section of the market, and trying to suck up as …

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 is a different question entirely. OpenAI’s $110 billion funding round is the purest example yet. We (including me) are talking about the headline number, regardless …

Okay, this might be the N+1 attempt to rekindle this newsletter format. I start with good intentions, but always fail at maintaining continuity. I am going to give this one more try, and see how it goes. As Yoda said, “Do. Or do not. There is no try.” — Om If you were to look …

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 his decision to cut about 4,200 people, just over 40 percent of the company’s staff. The memo was in sharp contrast to the investor …

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. (Well, not the entire round is done, but that doesn’t make for a splashy headline, does it? But …

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 invisible autonomous agents and to raise ever more money. And the extra olive in this vodka gimlet: he …

Some days are just good for one thing—lying in bed and doing absolutely nothing. Today happens to be one of those days! I am just lazing here. I have a Vision Pro (version two) strapped to my face, and I am watching some of my favorite shows on YouTube in all their glory on the …

There isn’t that much of a difference between OpenAI and Anthropic. Both are big foundational AI companies. Both have changed how we think about information, code, and work. Both have very similar valuation metrics. Heck, both even have the same investors. One is chasing growth, margins, and building a real business. The other is chasing …

If you missed the brouhaha around a 5,000-word blog post about AI, let me bring you up to speed. But before I do, I want to remind you that sometimes a blog post is not just a blog post. It is really about the spectacle of it all. Let me rewind. HyperWriteAI CEO Matt Shumer’s …

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 Vision Pro occasionally, I don’t leave home without Waymo. I am probably one of their earliest adopters, willing to wait an extra ten …

My recent rumination about “The Greatest Invention Is…” triggered some thinking around my long-held beliefs about the duality of technology. It left me brooding over the weekend about the present and the future. I started going through my notes and came across two separate entries with my thoughts on “stuff” I had accumulated during my …

Day One is a great journaling service. And every so often it has a good prompt (via the JetPack app) to help you get started. I have no problem with journaling. But sometimes, the prompts are good enough for me to noodle on. Today was one of those very interesting prompts: The most important invention in …

Sometimes it takes a single piece in a jigsaw puzzle for the whole picture to come into shape. And that happened earlier this weekend. I was able to crystallize a lot of what I have been thinking about technologies colloquially known as “Artificial Intelligence.” And it happened because of a 40-year-old piece of software that …

I posted this on Twitter. An old fashioned scoop let. Peter Steinberger the creator of product formally known as Clawdbot is one hot commodity in Silly Over AI Valley. The word around Silicon Valley is that everyone from Meta to OpenAI to xAI wants a piece of OpenClaw and its creator. Zuck and Sam might …

A confluence of events prompted me to quip on Twitter: What amazing times we live in now. A $16 billion funding for @Waymo (congrats team, the product) is an afterthought thanks to the mega deal between @SpaceX & @xai It might be the smartest deal of the year or simply the best value enhancement since …

You might have noticed an increase in the number of words I am publishing these days. I don’t know why. Or how. Somehow a lot of things have clicked in my head. I quietly switched from consumption to creation mode. It is my process now. I happen to keep reading, lurking, and thinking. It also …

If you want to see my “velocity trumps everything” doctrine at work, you don’t have to look any further than the AI news headlines coming thick and fast about investments, valuations, and all the related hype. As a reminder, my doctrine is that velocity has replaced authority as the organizing principle of information. What and …

A video started circulating across my fountain pen and stationery communities. An octogenarian couple stealing expensive pens at the Hamburg Pen Show. The footage is damning. Theft at pen shows isn’t common. But it’s not unheard of either. In 2023, someone at the San Francisco Pen Show got caught after vendors followed him for ninety …

After I published my “velocity is the new authority” essay, a reader and dear friend emailed and asked if my framework explained the fraught relationship between media and the technology ecosystem it covers. My one-word reply was “Absolutely.” And here’s why. In “comms” across tech, startups, and the larger ecosystem, little seems to matter anymore. It’s hard to pin down anythingconcrete or meaningful. Everything is noise and nothing can …

I keep thinking about a line Lawrence Sanders wrote: a character asks whether money makes the world go round. The reply: “I do not believe it is money itself. After all, that is just metal and paper. No, it is the power money confers that makes the world go ’round.” Power. Comfort. A seat at the table. Or, in this case, …

I was taught never to discuss money, politics, or religion in public. Those childhood lessons are why I avoid political commentary, though I don’t lack beliefs or convictions. With the growing rancor in our social, political, and economic arenas, I turn away from the news and toward longer, more considered writing.  And for that I look to writers and thinkers who do in-depth reporting and analysis. They see things more clearly. I am comfortable talking about technology and its impact on the …

I’ve been enjoying Lawrence Sanders again. Specifically, the Archy McNally series: those breezy Palm Beach mysteries from the ‘90s and early 2000s, starring a trustafarian investigator who solves crimes among the wealthy, catalogs his consumption of calorific food and vodka gimlets, drives a red Miata, and moves around town in clothes befitting a peacock. This is the Palm Beach of Mar-a-Lago before the Mar-a-Lago of now. I’m a fast reader, and I’m already running through the series. The recent reading spree raised …

Why does everyone feel overwhelmed by information? Why does it feel impossible to trust what passes through our streams? We tend to blame individual publications, specific platforms, or bad actors. The real answer has less to do with any single media entity and more with structural changes in the information ecosystem. I started my “information” life typing copy on an ill-tempered Remington. As a teenage reporter, …

I start my morning going through nearly 250 feeds that flow into my “reader” app. Today, two quotes stood out in my early morning reading. “The main purpose of my work is to provoke people into using their imagination. Most people spend their lives housed in dreary, grey-beige conformity, mortally afraid of using colours.” — …