The world already changed. Most of the software running your business didn’t. Microsoft just handed us the clearest evidence yet that the enterprise software industry is splitting into two camps: those building AI into the foundation, and those charging you extra to staple it on top. And the staple camp is starting to look expensive, … Read more
Bayern Munich in mid-July. Paris Saint-Germain on August 3. FC Barcelona today. Same three products, same two-part structure, same company signing them one league at a time while everyone treats each one as its own headline. I called this ten days ago: La Liga and Serie A were the conspicuously open lanes in Google’s sports … Read more
Inside Google’s AI Land Grab in Sport Google signed Bayern Munich and Paris Saint-Germain to matching three-year AI-and-device deals within three weeks of each other, on top of five years of the same structure running through the NBA, the FA, Arsenal, Liverpool and the NWSL. Gemini’s monthly users doubled to 900 million in the same … Read more
Yesterday I wrote “The Transcript Was Never the Point,” and it’s driven some interesting commentary. Today, I want to go one step further because, as we broaden the scope, it’s obvious that everyone is watching the wrong race. The conversation in tech circles, boardrooms, and venture portfolios has been locked on a single obsession: which … Read more
I’ll say it plainly: I think we’re beginning to see the end of the App Store. Not a gradual fade. Not an evolution. A slow-motion obsolescence, and most people building in the app economy haven’t looked up long enough to notice. The App Store’s Days Are Numbered Here’s the uncomfortable truth: the App Store, in … Read more
I’ve been watching the tech industry’s latest obsession with a mix of fascination and skepticism. The narrative that AI agents will completely replace our beloved apps has been gaining momentum. You’ve probably seen those dramatic headlines declaring “The End of Apps” or “AI Agents Are Coming for Your Home Screen.” But as with most technological … Read more
Three years ago, ChatGPT lit a fuse. Not just under OpenAI, but under the entire tech industry. Like the iPhone in 2007 or the launch of Skype in 2003, it wasn’t just a product drop — it was a moment. In the span of 36 months, the world moved from wondering what this chatbot thing … Read more
Over the years, I’ve watched tech announcements come and go—most landing with a splash and fading with a whimper. But every so often, something drops that feels less like a shiny new feature and more like a tectonic shift. That’s what’s happening with Google’s latest update to Earth AI, a platform that blends satellite imagery, … Read more
WhatsApp: The Silent Front Door to AI Over the last two decades, we’ve watched communications shift, from desktop dialers and browser-based apps to mobile-first, message-driven interactions. We’ve seen the rise (and often the fall) of platform plays. But now, as AI becomes the next wave, the real story isn’t in new apps. It’s in existing … Read more
After diving into the merged findings from Bessemer’s “State of AI 2025” and Janelle Tang’s Next Big Teng’s analysis, I’m struck by how the AI startup landscape is crystallizing into a fascinating dichotomy. Three years post-ChatGPT, we’re seeing the market mature in ways that tell us a lot about where things are headed. What’s immediately … Read more
