They're Building AI PCs, Will Users Come?
Developers will, but at what cost? And can NVIDIA, Microsoft, and Google push Apple aside there?
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30 of 126Inklings #015 📧
NVIDIA's CPUs • Anthropic's IPO • Streaming Bundles • Dickovers • Google Home Speaker • Apple's Smart Glasses in 2027 • Intel's New AI GPU • Surface Laptop Ultra
The Summer of 'Super Apps'
Microsoft races to get the one Copilot to rule them all out the door...
YouTube Beats AI to Disrupting Hollywood
'Backrooms' and 'Obsession' have pried the filmmaking gates open, AI may blow the bloody doors off...
Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA
Can the main AI chip maker ensure Windows owns the 'AI PC'?
Inklings #014 📧
Google Behind in AI Coding • OpenAI Going After Mom & Pop Ads • Samsung's Bonus Situation • Baby Yoda Slightly Scores • Hollywood's Coming YouTube 'Obsession' • Apple's Local AI Dreams • More...
Meta's Premium Branding Mess
Meta Plus Meta One Plus Premium & Essential & Advanced...
Let There Be Luce
LoveFrom's Ferrari design is predictably divisive...
Inklings #013 📧
The Great AI IPO Race • OpenAI's IPO Hedge • IMAX Explores a Sale • Can Baby Yoda Save Star Wars? • NVIDIA's Record Profits • SpaceX's 'Fast Entry' to the Market • More...
The Great AI IPO Race
SpaceX, OpenAI, and Anthropic are all angling...
NVIDIA's Profit Crown
Jensen Huang just took the throne from Apple, at least in the US...
Google 'I' Hold the 'O'
Some thoughts on the Google I/O 2026 keynote...
Inklings #012 📧
AI Luddites • An Elon/OpenAI Verdict • Big Tech's Emissary Movement • Apple's 'Dinged Can' Strategy • Siri Heads Back to "Beta" • The Great SF AI Divide
Lessons from the Luddites
Parallels with the Age of AI...
Inklings #011 📧
OpenAI v. Apple • Closing of Elon v. OpenAI • Fall of the Twitter Clones • Apple + Intel Details • Anthropic at $900B+ • Gold Casting Bond
OpenAI Picks An Apple Fight
With Apple expanding beyond ChatGPT, here's the finger-pointing over what could have been if Siri didn't suck...
Inklings #010 📧
Googlebook • Amazon Adds Alexa • AI as a Filmmaking Tool • Is Microsoft Now Undervalued? • Who Is Winning Elon v. OpenAI? • OpenAI's $7B Man With His Own AI Lab
An Actual AI PC
Some initial thoughts on 'Googlebook'...
Amazon Phones Home
Do Panos Panay's verbal gymnastics stick the landing?
Take Me Down to the "Amateur City"
Satya Nadella sums up so much with one quote...
Inklings #009 📧
Microsoft's Early OpenAI Dealings • Apple & Intel Have a Deal • Barnes & Noble Comeback • RIP Ted Turner • Elon Musk's 'Colossus' Strategy • OpenAI's Next Microsoft Fight
CapEx, Clauses, & Compute
A podcast about the 3 'Cs' of our current age...
Inklings #008 📧
The AI Pandemic • Samsung Hits $1T • Supreme Court Rejects Apple • Anthropic/SpaceX • AirPods with Cameras • OpenAI's Aim to Own Vocal Computing • Google Gunning for OpenClaw • Anthropic's Colossal Compromise
EyePods
AirPods with cameras aren't to take pictures, but to let Siri "see"...
The Case for Apple + Disney
Also the case against what is still a fun, but unlikely deal...
Anthropic Boosts SpaceX into the Neocloud Orbit
A very clear, surprisingly clean win/win deal, it seems...
Inklings #007 📧
Meta's OpenClaw Killer • Xbox Vibe Shift • Apple's Choose Your Own AI • AMC Live Concerts • Brockman on Elon • Tony Bourdain
Inklings #006 📧
Amazon's FedEx and UPS Killer • Can Intel Land the iPhone? • Is Apple Killing the Vision Pro? • The End of Ask.com • OpenAI's Journals v. Elon's Texts • OpenAI's $29B Man • A Growing Gap Between Frontier vs. "Open" AI?
The iPhone's BlackBerry Moment
Am I crazy to think the 'iPhone Ultra' will be great for typing?
The Age of the “Super App” — Again and Again and Again
Meta. X. Coinbase. Airbnb. Uber. Snap. Spotify. ChatGPT. Even Disney. They're all trying – and constantly failing – with this strategy...