Microsoft
"Comment 'YES' to get the PDF." We see it every day. It isn't networking; it's engagement farming. And it is breaking the machine learning models that power the professional world.
Apple
In 1192, Saladin sent ice to his dying enemy, Richard the Lionheart. In 1997, Bill Gates sent $150 million to a dying Apple. Why do conquerors sometimes save their rivals?
Artificial Intelligence
In the emerging world, "Edge AI" is a luxury. The real revolution is happening in the cloud, where latency is the new literacy and fiber is the new oil.
Artificial Intelligence
It looks like a partnership. It acts like a dependency. In reality, it is a slow-motion acquisition. Inspiration: Satya Nadella’s calm demeanor during the OpenAI coup, and the old Microsoft playbook: “Embrace, Extend, Extinguish.” November 2023. The Board fires Sam Altman. Chaos ensues. Satya Nadella didn’t panic. He
Artificial Intelligence
Apple Intelligence is good at privacy, but bad at thinking. To save the iPhone upgrade cycle, Apple just outsourced its brain to Google. (This post, like many others, was originally posted in 2025, before I migrated this site from WordPress to Ghost infrastructure). Inspiration: Realizing that “Siri” is still dumb
Economy & Markets
The OS war isn't over; it just changed battlefields. Valve is doing what Microsoft refused to do: building a console that is actually a PC. Inspiration: The realization that my “gaming PC” is just a glorified console that forces me to deal with Windows updates. We thought it