Product Design
AI Is Pushing Products From Spray To Certainty
Old products sold features. AI products sell proven ROI. Defence, ads, and soon everything moves to outcome based pricing.
Artificial Intelligence
Google Finally Named Something Right (Intelligent Eyewear)
Google is bad at naming. This time they nailed it. Intelligent Eyewear beats AI glasses. AI backlash is real, even the state now says super intelligence.
Meta
The AI Moat of Meta and Google: Pixel and Tag
Everyone focuses on who has the best chatbot. The real moat is outside the chatbox. Meta and Google have scripts on half the internet, plus a family of products that feed unified data back to training. Claude is trying to copy it with a browser extension, but it will not be the same.
Meta
Both Meta and Google Are Now Optimizing For Profit. This Is How They Monetize AI Fastest
Meta just added Purchase Profit. Google just launched Product Value Optimization. Same week. Same message. AI will no longer optimize for volume. It will optimize for margin. And it needs your first party data to do it.
Artificial Intelligence
AI Monetization & Generational Lag: Why The Best Customers Haven't Been Born Yet
Google's first year had 350 advertisers. AI's first generation is just experimenting. The real money comes from the natives — and costs are collapsing 60x per year to make it possible.
Advertising & AI: Finance Meets Performance Marketing — Live Notes from Google Ads: Rethink Retail 2026
Google's message at Rethink Retail is clear: Best ads in the age of AI are answers. Ads = information, not creative. And for the first time, performance marketing is being managed like a P&L.
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.
Gemini
Google CC: Your Inbox Now Has an AI Agent
Google just put an AI assistant inside your inbox. Meet CC from Google Labs.
How Dreambeans Will Boost Subscribers For Google One, Photos and Cloud
Google just solved the "why would I pay for AI?" problem. It's called Dreambeans — and it's the perfect Trojan horse to sell you 2TB of Google One.
Technology
Meta Should Launch Cloud Photos. Apple and Google Already Proved Why.
Apple and Google cracked the code: storage is the Trojan horse to sell AI. Meta is about to make the same move with Meta One, but they're selling the wrong horse. They should be selling Meta Cloud Photos.
Economy & Markets
The AI Bubble Will Continue Until The Cash Runs Out. And Right Now, Google and Meta Are Still Printing It.
The AI bubble has a simple fuel: Google and Meta printing cash and pouring 100% of it into capex. Market hates them for it. Market loves Nvidia, Micron and SK Hynix for it. That divorce can't last.
Google Health Is Done Selling Trackers
Google just turned the Fitbit app into Google Health and plugged Abbott's Lingo CGM into a Gemini-powered coach. The real story isn't glucose, it is who gets to own the interpretation layer for all your health data.