Artificial Intelligence
The AI Alliance Wars
The AI war is no longer model vs model. It is $25B + $100B cloud vs $1B/year iPhone brain vs non-exclusive Azure vs solo closed personal superintelligence.
The Multi-Cloud Mandate: Why the Tech Duopoly Could Be Dead
We assume Amazon and Microsoft will forever control the internet through a rigid server duopoly. The reality is that terrified corporate executives are aggressively splitting their infrastructure to avoid catastrophic vendor lock-in.
Technology
Amazon’s Smart Glasses Opportunity: Back to the Roots (of Selling Books)
We assume the smart glasses market requires building a complex wearable computer that tries to do everything. Amazon can easily capture significant market share by simply building a highly specialized device dedicated entirely to reading.
Amazon
Amazon Leo & The Future of Connectivity
We assume the low earth orbit space race is simply about bringing broadband to rural farmhouses. The reality is that Amazon's upcoming 5G satellite network is a brilliant infrastructure play designed to own the invisible tollbooth between your smartphone and the cloud.
Cryptocurrencies
The Corporate Gold Standard: Why Every Tech Giant Will Mint Its Own Money
The era of paying massive interchange fees to credit card monopolies is officially ending. Tech giants are realizing they can bypass the traditional banking system entirely. Within a few years, your favorite software company will also be your primary bank.
Artificial Intelligence
Amazon: The Silent Robotics King (Why the "Next" AI Wave is Physical)
The AI hype is focused on chatbots. But the real super-cycle is in Robotics. Amazon has quietly built the world's largest autonomous fleet, and they are about to automate the entire planet's supply chain.
Artificial Intelligence
The End of the Infinite Checkbook: Why Tech is About to Pause the AI Spending Spree
Wall Street just told Big Tech to stop spending. The "AI Hangover" is here. Amazon and Microsoft are being punished, but Meta is surviving because Zuckerberg owns the one thing investors can't argue with: Control.