Meta and Reasonable Doubt

Stop me if you heard this one before. From Bloomberg: Mark Zuckerberg is asking investors for…

Meta and Open

Apple released the Vision Pro on February 2; 12 days later Meta CEO Mark Zuckerberg delivered…

MKBHDs For Everything

Anniversaries are strange: no one but those involved have any reason to even know they exist,…

Gemini 1.5 and Google’s Nature

It was impossible to miss the leading message at yesterday’s Google Cloud Next keynote: Google has…

Gemini and Google’s Culture

Last Wednesday, when the questions about Gemini’s political viewpoint were still limited to its image creation…

The Apple Vision Pro’s Missing Apps

Om Malik has been observing, writing about, and investing in technology for going on three decades;…

Google’s True Moonshot

When I first went independent with Stratechery, I had a plan to make money on the…

Regretful Accelerationism

Ready Player One, the book that was issued to every new Oculus employee once upon a…

OpenAI’s Misalignment and Microsoft’s Gain

I have, as you might expect, authored several versions of this Article, both in my head…

AI, Hardware, and Virtual Reality

In a recent interview I did with Craig Moffett we discussed why there is a “TMT”…