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.
Technology
Title: Holograms Soon (Thanks to Smart Glasses)
True hologram messages are not arriving immediately. Processing power, optics, and battery hurdles still exist. But Meta AI glasses with digital screens already create the intermediate step. Think little notecards that can extend into 3D when glasses read a QR code.
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
Meta Should Compete with LinkedIn
LinkedIn is vulnerable because AI flooded it with 100,000 applications per role. Meta already has Threads for B2B, Groups and Events for real meetups, and Muse for job hunting. The mission was always to bring the world closer together. Professional connections are part of that.
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.
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.
Technology
iPhone Duo and XR Starts Now
Apple just launched its first foldable. And it proves the phone era is over.
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.
Meta
Meta One: Meta's Super-Bundle is Here
Meta just bundled everything into Meta One. One subscription to rule Facebook, Instagram, WhatsApp, Messenger and Meta AI. And the features they're paywalling will change how creators stalk... I mean, study their audience.
Ecommerce
Meta's New Image Templates (No Need for Third-Party Apps)
Meta just quietly shipped native Image Templates inside Commerce Manager. If you run Catalog Ads, you just watched an entire SaaS category die. No more Flexify. No more CustomPix hacks. It's all built-in now.