Blog
Writing & Ideas
Tag
The iPhone Killed the Calculator. Now the LLM Is Coming for Your Software Company.
When the iPhone arrived, it did not have to be a better calculator, camera or map to stop people from buying those things. The LLM is about to do the same to software.
The Anatomy of a Hype
How AI extinction became a pre-IPO story, turning a real fear into evidence of power, a barrier to competition and, eventually, a valuation.
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.