Latest
October 7th, 2025. OpenAI’s DevDay Keynote, Where My Skepticism Is Found, Jony Ive’s Fireside Chat at DevDay
October 6th, 2025. EA Sells to Private Equity, Gaming Industry Continues to Change, Anthropic’s NYC Pop-up Shop
October 2nd, 2025. Let’s Talk About Bloomberg’s Vision Pro Hit Piece, Revisiting Apple’s Spatial Computing Strategy
October 1st, 2025. Amazon Unveils New Hardware, A Few Alexa+ Product Highlights, Search Party
September 30th, 2025. Meta Launches Vibes, OpenAI Launches Sora 2, Sora as a Social App?
September 29th, 2025. OpenAI’s First Ad Campaign for ChatGPT, Anthropic's First Ad Campaign for Claude, Chatbot Rivalry
September 26th, 2025. iPhone Air as a Bridge to AI Devices?
September 24th, 2025. Smart Rings vs. Smartwatches, Smart Bands vs. Smartwatches, Smart Glasses vs. Smartwatches
September 24th, 2025. Apple Unveils First Third-Party Films In Apple Immersive, Oura Surpasses $10B Valuation, Oura vs. Apple Watch
September 22nd, 2025: Thoughts on iPhone Demand, Apple Is Being Underestimated, What Meta’s Connect Keynote Demo Fails Revealed
September 18th, 2025. Meta Connect 2025, The Problem(s) With Meta Ray-Ban Display, Mark Zuckerberg’s “Youth” Strategy
iPhone Air
September 17th, 2025. Apple Defines the iPhone Air’s Target Customer, Apple’s iPhone Fashion Play
iPhone Air
September 16th, 2025. Apple Talks Product Development With Tom’s Guide and TechRadar
iPhone Air
September 15th, 2025. My Full Notes From Apple’s “Awe Dropping” Event
iPhone Air
September 12th, 2025. Observations Attending Apple’s "Awe Dropping" Event, Who Is the iPhone Air For?, Apple Wearables Momentum
iPhone 17
September 10th, 2025. Apple’s “Awe Dropping” Event Review: Major Takeaways and Themes
iPhone upgrading
September 4th, 2025. Some Thoughts Ahead of Apple’s Event, Apple Facing Improving Device Upgrade Environment
Google search
September 3rd, 2025. Google’s Search Remedies Verdict, A Big Win for Apple, What Was Wall Street Expecting?
Elon Musk
September 2nd, 2025. The Competitive Landscape Favors the iPhone, More on Elon Musk Suing Apple
Meta
August 29th, 2025. Meta 2Q25 Earnings, Meta Durability, Thoughts on AI Researcher Poaching
Apple Card
August 27th, 2025. Elon Musk Sues Apple, Apple Eyeing JPMorgan Chase for Apple Card, Keep an Eye on JPMorgan Chase
buffett
August 26th, 2025. Buffett Continues to Trim Apple Stake, Apple to Hit iPhone Milestone in India, iPhone Release Cadence Change Coming?
Apple TV+