2026.23: Power Shifts
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Stratechery
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An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
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The Nvidia AI PC, Project Solara, Microsoft AI
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The Google Capital Company
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YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
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2026.22: Luceing Their Mind
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An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
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The SpaceX IPO and Data Centers in Space
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
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2026.21: The Data Center Veto
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An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
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Google I/O, World Models, I/O Spaghetti
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Personal Day
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Data Center Discontent, Understanding the Opposition, Fixing the Problem
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2026.20: Shifting Alliances in a Changing World
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An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
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The Deployment Company, Back to the 70s, Apple and Intel
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SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
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The Inference Shift
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2026.19: Earning & Spending
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An Interview with Joanna Stern About Living With AI
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