OM
@om.co
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“Failed Blogger” ✉️ Newsletter: CrazyStupidTech.com 🔗 Blog: om.co 📸 Photos: PhotosbyOm.com
see Dario Amodei as more righteous than his peers, but equally disingenuous. Telling the US government or the Pope about mythos, AI, and its ability to cause havoc is just confessional cosplay.
#newpost
om.co/2026/05/29/a...
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Anthropic, AI and The “Numbers” Problem
About a week ago I got a ping. Someone wanted to know if I knew someone who wanted $10 million of Anthropic common stock as a forward contract at $1 trillion. My first reaction was that we are so d…
https://om.co/2026/05/29/anthropic-ai-and-the-numbers-problem/
8 days ago
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For me it started with an obsession with a Montblanc Writers Edition pen celebrating Italian writer Carlo Collodi, the man who wrote The Adventures of Pinocchio. We know the Disney version, but the original was darker commentary on changing times, an era not unlike our own.
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We Are Living in Pinocchio’s World
I have always wanted to own a Montblanc Writers Edition dedicated to Carlo Collodi, the Italian author whose real name was Carlo Lorenzini. He took his pen name from the Tuscan village where his mo…
https://om.co/2026/05/25/we-are-living-in-pinocchios-world/
12 days ago
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SpaceX is in the business of rockets — how often they fly and what they do. That is the business generating the cash that keeps the fiction appearing realistic. A profile of Starlink based on IPO filing!
om.co/2026/05/21/t...
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The Rocket That Runs on Broadband
SpaceX is in the business of rockets — how often they fly and what they do. The rest is imagination. The SpaceX IPO is a masterpiece of financial engineering. The prospectus is a perfect blend of r…
https://om.co/2026/05/21/the-rocket-that-runs-on-broadband/
16 days ago
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Bernie Michalik
about 1 month ago
This is excellent. Among other things it examines the importance of some of AI now running locally, something I’ve been arguing about for sometime now. Gen AI is not solely SaaS anymore.
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A 5000-word essay on how AI is changing the innards of the Internet, and how it is changing the Internet itself. And yes, this could help explain why hyperscalers are spending money like drunk sailors. tip
@techmeme.com
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https://om.co/2026/05/04/say-hello-to-the-internet-of-ai/
about 1 month ago
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Ever since Microsoft restructured its deal with OpenAI, I’ve been wondering why? The footnotes of Microsoft’s 10-Q filing have the answer. Here is my analysis of the reality behind Satya Nadella’s ‘greatest tech stack makeover,’ & the financial engineering that makes you gulp.
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What Microsoft’s 10-Q Says About OpenAI
Buried on page nine of Microsoft’s 10-Q for the quarter ended March 31, 2026 is a paragraph worthy of attention. Why? What does it reveal? A lot. For starters, Microsoft now holds approximate…
https://om.co/2026/05/01/what-microsofts-10-q-says-about-openai/
about 1 month ago
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It’s been a week of hyperscaler earnings. Microsoft, Meta, Amazon, and Google all reported. Not surprisingly, the big capex spending got the headlines. Here is what the raw headline numbers don’t tell you.
om.co/2026/04/30/w...
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What I Learned about Hyperscalers’ AI Spend
The four biggest hyperscalers reported earnings this week. Microsoft, Meta, Amazon, and Alphabet collectively told investors they will spend roughly $700 billion on capital expenditures in 2026. Th…
https://om.co/2026/04/30/what-i-learned-about-hyperscalers-ai-spend/
about 1 month ago
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Apple minis and studios are selling out and are experiencing shipping delays. It is AI (and OpenCL). There are memory chip shortages. But what does the memory do to make it so important? And why does it explain Apple's recent windfall from endless demand for its machines?
om.co/2026/04/27/m...
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Memory Is the Machine
It is late April 2026. If you want to get a Mac you want, you cannot go into any Apple Store and pick the Mac you want. A Mac mini with 64GB of RAM, ordered today, ships in sixteen to eighteen week…
https://om.co/2026/04/27/memory-is-the-machine/
about 1 month ago
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Technology leadership has failed to understand the far reaching impact and consequences. And there is no better example than OpenAI’s global policy chief Chris Lehane’s conversation with the SF Standard. They still don’t understand that words have consequences.
om.co/2026/04/16/e...
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Eat Your Words
The New Yorker articulated something that has been on my mind for a long time. AI’s self-inflicted messaging crisis. This is as clear an example of my long standing argument that words have c…
https://om.co/2026/04/16/eat-your-words/
about 2 months ago
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Allbirds were terrible at selling shoes, but somehow they will be good at selling GPUs. NewBird is the same old turd? It says a lot about our crazy, unhinged now. And the influence of the degenerate economy. None of this is new or novel. It is the suffix that changes.
om.co/2026/04/15/n...
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Newbird.AI! Or Loony.AI
Every speculative era has its favorite suffix. In the 1960s it was “tronics.” In the 1990s it was “dot-com.” Today, of course, it is “AI.” Nothing typifies a cra…
https://om.co/2026/04/15/newbirds-ai-is-really-loonybirds-ai/
about 2 months ago
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This started as a simple question. Why do we feel the need to unmask people who have chosen anonymity? The more I thought about it, the more uneasy I became with the answers I was coming up with. So I wrote this to work through that.
om.co/2026/04/08/b...
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Banksy, Satoshi & The Unmasking Impulse
First Banksy and then Satoshi. Something about their unmasking is not sitting right with me. I am bothered by it. I am annoyed by it. And even more annoyed with myself because as a former journalis…
https://om.co/2026/04/08/banksy-satoshi-the-unmasking-impulse/
about 2 months ago
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It seems all OpenAI all the time. This is nothing new, in the "news business," as I note in the latest edition of my "What to read this weekend" newsletter. 7 great reads. As part of this weekend's newsletter, I have a mini-scoop about OpenAI and their "model" plans.
om.co/2026/04/05/w...
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What To Read This Weekend
Every few years a startup comes along that dominates the headlines and grabs all the attention. For all the right and wrong reasons. I have been following the industry long enough to see that patte…
https://om.co/2026/04/05/what-to-read-this-weekend-20/
2 months ago
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Sean Bonner 🔥
2 months ago
For example, my Quicky today includes
@warrenellis.ltd.web.brid.gy
@om.co
@404media.co
@wired.com
- turned out pretty solid.
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The big story beneath the story of OpenAI's $122 billion at an $852 billion valuation is the race to the IPO. Don't read the number. Dissect the investors. Especially the ones extending a $4.7 billion credit line.
om.co/2026/03/31/o...
2 months ago
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Google has flipped its “fiber” business to a really shitty PE-owned broadband provider. And they did it quietly. This is the worst outcome for Google Fiber customers. Tip
@techmeme.com
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‘Astound’ed. Google Flips Its Fiber To PE.
I have been a WebPass customer for years. Fast, reliable, founder-run. When there was a problem, you could reach someone who gave a damn. It was the kind of internet service that made you forget yo…
https://om.co/2026/03/27/astounded-google-flips-its-fiber-to-pe/
2 months ago
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Verdicts against Meta & YouTube are a golden opportunity for ambulance chasers. But they can lead to structural changes in social media. Of course, like Joe Camel, Mark Zuckerberg and his crew have a plan. You don't give up on an addiction business that easily. My analysis.
om.co/2026/03/25/m...
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Meta’s May Day
Pop some popcorn. Put some butter. Add some salt. Because opportunists (politicians) are pointing their muskets at villains (tech bros), using children’s welfare as the ammunition. In case yo…
https://om.co/2026/03/25/metas-may-day/
2 months ago
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Broadband and its dynamics aren’t exactly everyone’s cup of tea. But they are a “tell” on how we live on the network, and how new behaviors emerge. Here is my latest article on how recent changes will manifest themselves. I have been writing about this for over 2 decades. 😆
om.co/2026/03/25/w...
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We Are Now An Upload (Broadband) Nation
For thirty-odd years, broadband has been sold as a one-way pipe. The download speed was all that mattered. Bigger the number, better. No one cared about the upload speeds, because the internet was …
https://om.co/2026/03/25/we-are-now-an-upload-broadband-nation/
2 months ago
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Matt Ram
3 months ago
Awesome piece, thank you! When you think of someone who consistently adheres to these principles, are there any podcast interviewers who come to mind—someone you can expect a solid interview from in any domain, regardless of your own knowledge of the guest or subject matter?
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Scott Mackie
3 months ago
This is a really excellent piece on why so many modern interviews, with potentially fascinating people, make me want to scream.
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Chris Ward
3 months ago
And it can be very interesting for lifestyle interviews, for example, to build a rapport with the subject and the readers. But some take it to extremes and use the platform to promote themselves almost exclusively. Certain podcasters do this a lot, for example.
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New newsletter is out. Get it while it is hot :)
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3 months ago
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We seem to be "peak interview." And yet, we have so few interviews that deliver. A lot comes down to interviewers trying to impress the subjects instead of being conduits for their readers and listeners. My guide on how not to interview people. + Some handy tips!
om.co/2026/03/19/h...
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How Not to Interview (Interesting People)
As a photographer who is primarily a writer, I like reading about photography so I can learn from those who create. I do that by reading photo magazines and listening to podcasts. One such magazine…
https://om.co/2026/03/19/how-not-to-interview-interesting-people/
3 months ago
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Every day brings a new story of @openai deals that die enterprise business, going after developers. And the @wsj piece was the cherry on the cake. The thread that ties it all together is the race to IPO. I break down the narrative from reality in my latest article.
om.co/2026/03/17/o...
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OpenAI Has New Focus (on the IPO)
The Wall Street Journal recently reported that leadership wants OpenAI, the company, to focus. Seems like a plain old business strategy story. Nope! First, in more prosaic terms, the all-hands and …
http://om.co/2026/03/17/openai-has-new-focus-on-the-ipo/
3 months ago
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Techmeme
3 months ago
Sources: China is penalizing people tied to Meta's $2B Manus acquisition, including by apparently restricting Manus executives from leaving China for Singapore (New York Times)
Main Link
|
Techmeme Permalink
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In his keynote , Nvidia CEO Jensen Huang called OpenClaw the OS for Agentic Computers. He is right, and yet he is not really grokking the complete socio-cultural importance of the Claw movement. So I tried to explain & give it more context in my new article.
om.co/2026/03/16/l...
(tip
@techmeme.com
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Lobster Boil
I had coffee this weekend with my good friend Michael Galpert, father to my godchildren. Too much coffee. We talked too much Claw. OpenClaw that is. Michael has been running around the country orga…
https://om.co/2026/03/16/lobster-boil/
3 months ago
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OM
Sophie Carr
3 months ago
Another view - a little closer - of the amazing meandering river beneath the glacier face. Love this so much!
#Iceland
#DronePhotography
#DJIMavic3Pro
#Abstract
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Sophie Carr
3 months ago
Something a little different from Stokksnes - an ICM (intentional camera movement) shot, converted to B&W.
#Iceland
#CanonR5markii
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Sophie Carr
3 months ago
Photographing waves is one of my favourite things, especially when there's some soft afternoon light and they're splashing around near the shore so elegantly. Víkurfjara,
#Iceland
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It was quite fun to watch the spectacle of Travis Kalanick's comeback. The whole media sphere was tripping over itself. Here is my day two take of the news. What's fact. What's fluff. From someone who is seen him play the game for a long time.
om.co/2026/03/14/t...
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The Return of Travis Kalanick: Fact & Fluff!
Travis is back. It was only a matter of time. Given his old compadres Emil Michael and Shervin Pishevar are back in the news, how could he, the king pooh-ba, stay in the shadows? To a lot of us who…
https://om.co/2026/03/14/the-fact-fluff-of-return-of-travis-kalanick/
3 months ago
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Some late evening doodles and scratchy nibs can do strange things to you. Like leading to some existential questions. New article!
om.co/2026/03/13/t...
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Tanhā & Our Modern Consumerism
It was late into the evening. I wanted to take a break from everything digital. Relaxing by doodling in my notebook. Trying a new grind. Seeing how the metal tip felt on the billowy silky Tomoe Riv…
https://om.co/2026/03/13/tanha-our-modern-consumerism/
3 months ago
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A recent tweet by Stripe CEO about the palace intrigue at certain companies got me thinking and writing about the Neo Symbolic Capital and why unwittingly he said something he knew, and is also the new universal reality. A follow up to how media now works. New piece!
om.co/2026/03/13/s...
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Symbolic Capitalism
“There’s a lot of unevenness in how much attention internal drama and palace intrigue gets across different organizations. As far as I can tell, this is substantially a matter of path d…
https://om.co/2026/03/13/symbolic-capitalism/
3 months ago
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The launch of MacBook Neo has me feeling a little philosophical. About Heidegger. About missing Steve Jobs. About Aristotle and the sheer joy of colors. In the end, this is my essay about the essence of a machine.
om.co/2026/03/10/t...
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The Essence of a Machine
I didn’t really want to do a quick breezy review of something that has touched me at a deep emotional level. Yes, I am talking about the new MacBook Neo. I can’t remember when I used the words “cut…
https://om.co/2026/03/10/the-essence-of-a-machine/
3 months ago
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Masayoshi Son, the great gambler, is betting it all on OpenAI. Caught up in the frenzy or creating it? Either way, we are in an unprecedented data center frenzy. It is one crazy time, when announcements are the new currency. Velocity is the new game. New post.
om.co/2026/03/09/t...
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The Debt Beneath the Dream
Every gambler knows that the secret to survivin’ Is knowin’ what to throw away and knowing what to keep ‘Cause every hand’s a winner and every hand’s a loser And the b…
https://om.co/2026/03/09/the-debt-beneath-the-dream/
3 months ago
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OM
Dave Winer
3 months ago
Bluesky has a new CEO, Toni Schneider of Automattic.
bsky.app/profile/toni...
Interesting possibility, hooking up WordPress to Bluesky. That would give us a way into Bluesky via the web. That would be a big deal.
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https://bsky.app/profile/toni.bsky.team
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Jay 🦋
3 months ago
Some personal news: I’m transitioning from CEO to a new role as Bluesky’s Chief Innovation Officer! I’m excited to welcome
@toni.bsky.team
as our interim CEO. More here:
bsky.social/about/blog/0...
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A New Chapter for Bluesky - Bluesky
After several intense and incredible years building Bluesky from the ground up, I've decided to step back as CEO and transition to a new role as Bluesky's Chief Innovation Officer.
https://bsky.social/about/blog/03-09-2026-a-new-chapter-for-bluesky
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Toni Schneider
3 months ago
I'm thrilled to announce that I'll be joining Bluesky as interim CEO. I deeply believe in what this team has built and the open social web they're fighting for. More here:
toni.org/2026/03/09/c...
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Karsten Lemm
3 months ago
“Open-source AI is the new flagship strategy for China. They see it as a competitive advantage against the United States… On our end, we have what I’d call AI theater.”
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If AI is the new great game, then does the US have a plan? China sure seems to have one, for they are playing the long game to win. My latest piece (via blog and newsletter).
om.co/2026/03/05/t...
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The Great (ai) Game vs AI Theater
“The game is so large that one sees but a little at a time.” To understand AI, its stakes and its long-term impact, you have to step away from the cacophony of headlines. And instead ta…
https://om.co/2026/03/05/the-great-ai-game-vs-ai-theater/
3 months ago
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Miles Price
3 months ago
The early 2000s/12" PowerBook G4/"Switch" campaign-era vibes are STRONG.
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Apple's new low-end laptop, Neo, is cute and colorful. And it is a full frontal attack on Windows 11 (and Chromebooks). With Windows 11 users upset, this is good timing for Apple.
om.co/2026/03/04/a...
(tip @techmeme.com
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With Neo Apple Goes After Windows 11
It has been a long time since I used the words “cute” and “want” about a computer. Last time, I probably did when Steve Jobs (RIP) was trying to save Apple and introduced th…
https://om.co/2026/03/04/apple-goes-after-window-11-with-neo/
3 months ago
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Apple has been introducing a gaggle of products. The one that is going to go under the radar is its Fusion Architecture, for it could be the underpinning of its future efforts. This is boring on the surface, but bold in reality.
om.co/2026/03/03/a...
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Apple Does Fusion.
For the first time in five generations of Apple Silicon, these chips are not a single piece of silicon. The newly announced M5 Pro and M5 Max use what Apple calls Fusion Architecture. This is a big…
https://om.co/2026/03/03/apple-does-fusion/
3 months ago
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Apple has decided that $599 is the new floor for a “real” Apple device. Not a hand-me-down, not last year’s leftovers. But a current-generation product with current-generation silicon. It’s also about hitting Microsoft when things are topsy-turvy in the Windows ecosystem.
om.co/2026/03/02/a...
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Apple Does Value (Week)
Tim Cook calls it a “big week.” I’d call it Apple’s “budget week.” Or value offensive. Either way, the first week of March 2026 is not about Apple introducing fl…
https://om.co/2026/03/02/apple-does-value-week/
3 months ago
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Bernie Michalik
3 months ago
This is a good piece not only on Block but on AI, including the term AI washing. If you read anything on the topic read this
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3 months ago
“Going natural” has become something of a third rail in drug development. Dozens of pharma companies big and small have tried. Enveda has a plan to win.
@fvogelstein.bsky.social
reports.
crazystupidtech.com/2026/02/27/e...
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Enveda's AI makes drugs from plants. It could revolutionize pharma.
Enveda, led by founder Viswa Colluru, thinks making drugs from plants using AI and robots will revolutionize pharma worldwide.
https://crazystupidtech.com/2026/02/27/envedas-drugs-from-plants-will-turn-pharma-upside-down/
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Operational inefficiencies, over-hiring, and general lack of financial discipline are a common malaise, especially among mid-tier tech companies that have lived on the largesse of cloud, mobile, & ZIRP. Block is a poster child. Rest is spin.
om.co/2026/02/28/b...
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Block & Tackle: Job Cuts & the AI Narrative
Jack Dorsey, CEO of Block (the company formerly known as Square), went on X (the company formerly known as Twitter, which he co-founded) and shared a lower-case employee memo, candidly outlining hi…
https://om.co/2026/02/28/block-tackle-job-cuts-the-ai-narrative/
3 months ago
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Didn't Microsoft already do that. I mean they are the canary in the coal mine of all things AI+Cloud.
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3 months ago
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Ed Zitron
3 months ago
it's in the air. it's just a matter of time now
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The underlying story of OpenAI's jaw-dropping $110 billion raise is really about Amazon, and how as a "cloud leader" it slipped when it came to AI, and recognizing the opportunity early compared to Azure. Now it’s costing the company billions.
om.co/2026/02/27/a...
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Amazon & The Cost of (AI) Lateness
My word, the torrent of news keeps coming. You have hardly had time to digest the news of the $30 billion raise by Anthropic, and here we are dealing with $110 billion in new funding by OpenAI. (We…
https://om.co/2026/02/27/amazon-the-cost-of-ai-lateness/
3 months ago
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Why OpenAI getting OpenClaw in its clutches is a good thing. For the company, and for the Claw ecosystem. Some reasons, and a general reflection on the news/hype cycle in this Monday morning piece.
om.co/2026/02/16/s...
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Sam “Claws” Attention Back OpenAI
Sam Altman got his man. Not only to compete with Anthropic’s Claude Code, but also to show the world what is possible with Codex. And at the same time, he got a brand-new story to tell about …
https://om.co/2026/02/16/sam-claws-attention-back-openai/
4 months ago
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When reading an interview with @waymo co-CEO in @Bloomberg, I was hoping for some clarity to help understand the $126B valuation and Waymo’s growth trajectory. When I didn't get any, I did my own math. Waymo has a "physics" problem. And I say that as a Waymo fanboy.
om.co/2026/02/12/i...
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Is Waymo Worth $126 Billion?
Over the past three years, I have embraced three technologies almost completely. Generative AI, Apple’s Vision Pro, and Waymo. They are all part of my daily routine. And while I can skip Visi…
https://om.co/2026/02/12/is-waymo-worth-126-billion/
4 months ago
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