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Elon Musk Bought the Wrong Real Estate for the Everything App
Musk bought Twitter to build the everything app. But while he was accumulating attention, OpenAI was accumulating intent, and that may be the most valuable address on the internet.
How 90% of Edtech DisappearsPart 4 of 4When Your Customer Becomes Your Competitor: Your Customer Found a Shortcut to the Software Factory
Part four of how 90% of edtech disappears. Software companies spent twenty years convincing customers not to build. Artificial intelligence is changing the distance between wanting software and making it.

AI Ate the Internet. Now We Want It to Decide What’s Human.
Watermarking is supposed to make synthetic content transparent. It may also turn AI companies into the institutions we ask to certify human authorship.
How 90% of Edtech DisappearsPart 3 of 4Edtech Is Still Mailing DVDs
How 90% of edtech disappears: people have not stopped learning, they have started consuming knowledge differently, and that distinction may wipe out much of the industry.
How 90% of Edtech DisappearsPart 2 of 4Your Edtech Investor Wants an Open Relationship
How 90% of edtech disappears: the money left first, and then the specialist funds quietly changed their type, from edtech to learning, skills, work and human capital.
How 90% of Edtech DisappearsPart 1 of 4If I Operated an Edtech Fund, I Would Be Shitting My Pants
After a decade building in edtech, I think 90–95% of today's edtech companies will close, consolidate, or become irrelevant within 2–3 years.

If I See One More Person Push “PedTech,” I’m Going to Vomit
Pedagogy was never the missing idea. The harder problem was building an industry whose economics allowed pedagogy to stay at the center once investment dollars came knocking.