The Model Isn’t the Product. The Output Is.

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

The End of the App Store As We Know It

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

The Myth of App Extinction: How AI Agents Are Reshaping, Not Replacing Our Digital World

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 In: From AI Awakening to AI Reckoning

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

Google Earth AI and the Rise of Geospatial Intelligence That Actually Matters

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

The AI Market Is Splitting Into Two Distinct Paths

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

Agentic AI Has Arrived — And It’s Not Waiting for You to Catch Up

A few weeks back, I shared my early take on Agentic AI and why it matters. At the time, it felt like I was seeing around corners. This week confirmed it: Agentic AI isn’t just coming. It’s already here, and the pace of activity is dizzying. Let’s start with security. CrowdStrike’s Falcon platform helped bring … Read more

Zoom Gets Smarter, More Social, Oh, and More Competitive

Zoom just rolled out a major set of upgrades, and if you’re watching the collaboration space closely, this is more than just a routine refresh. It’s a signal: Zoom wants to own more of your workday. The June 30, 2025, updates position Zoom as more than a video meeting app. It’s now a serious platform … Read more

VoIPWatch: The Communication Platform Revolution: A Mid-2025 Inflection Point

By Andy Abramson The communication technology industry just hit another watershed moment. And if you’ve been reading VoIPWatch over the years, you’ll know I’ve been tracking these tectonic shifts since before the word “unified” was added to “communications.” Back then, I would chronicle this on an almost daily basis. The stakes were high then, and … Read more