When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
AI companies are pivoting from creating gods to building products. Good.
Turning models into products runs into five challenges
Is Apple's AI Strategy as Safe as It Looks?
Protected by its moat, Apple has time to get AI right
Best of all, the hardware it sells today will run whatever Apple comes up with.
The new Microsoft Bing AI wants to be the future of everything
Did we just experience AI's iPhone moment?
WWDC25: Apple’s Playing a Different Game
The strategy makes sense. The narrative is missing. Let’s examine Apple’s AI approach from first principles and assess whether WWDC delivered.
Companies That Replaced Humans With AI Are Realizing Their Mistake
As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.
AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
AI's Affordability Crisis
A year ago in The Back Of The AI Envelope I pointed out that the AI platforms were running the drug-dealer's algorithm, "the first one's fr...
On the Death of Amazon’s Writing Culture
How AI has turned what was once a superpower into a liability.
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
The Consumer AI Revolution Won’t Be Technical. It’ll Be Emotional.
In technology, the obvious revolutions often come last.
WWDC25: Apple’s Playing a Different Game - Creative Strategies
Before WWDC, Bloomberg said Apple’s AI efforts need to “catch up to leaders like OpenAI and Google.” This assumes Apple is running the same AI race as OpenAI and Google. Is it? And after WWDC, The Wall Street Journal declared that “Apple fails to clear a low bar on AI”. This implies a clear standard that Apple failed to
AI is becoming a shopping channel: report
And 34% of shoppers now use the tech
AI, Apple and Google — Benedict Evans
As machine learning starts working, how does that change Google, Apple and the smartphone interface? What companies get reshaped around machine learning?
Fire, ready, aim
The race to shoehorn half-baked AI features into enterprise products is a cynical subversion of UX that’s likely to lead to less adoption…
Andrej Karpathy on Twitter / X
Sharing an interesting recent conversation on AI's impact on the economy.AI has been compared to various historical precedents: electricity, industrial revolution, etc., I think the strongest analogy is that of AI as a new computing paradigm (Software 2.0) because both are…— Andrej Karpathy (@karpathy) November 16, 2025