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...

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.

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...

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.

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

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.

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...

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...

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...

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...

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...

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...

For example, my Quicky today includes @warrenellis.ltd.web.brid.gy @om.co @404media.co @wired.com - turned out pretty solid.

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...

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

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...

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...

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?

This is a really excellent piece on why so many modern interviews, with potentially fascinating people, make me want to scream.

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.

New newsletter is out. Get it while it is hot :)

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...

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...

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

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

Another view - a little closer - of the amazing meandering river beneath the glacier face. Love this so much! #Iceland #DronePhotography #DJIMavic3Pro #Abstract

Something a little different from Stokksnes - an ICM (intentional camera movement) shot, converted to B&W. #Iceland #CanonR5markii

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

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...

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...

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...

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...

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...

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.

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...

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...

“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.”

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...

The early 2000s/12" PowerBook G4/"Switch" campaign-era vibes are STRONG.

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

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...

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...

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

“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...

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...

Didn't Microsoft already do that. I mean they are the canary in the coal mine of all things AI+Cloud.

it's in the air. it's just a matter of time now

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...

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...

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...