OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t…
How far do LLMs give us a step change in how good a search and recommendation system can be? Do they let you build one without needing a vast user…
With every platform shift, we want to measure the growth but we’re confused about what to measure. That’s partly a problem of data and definitions, but it’s really a question…
Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users only pick it up every…
Software ate the world. Uber and Airbnb didn’t sell software - they disrupted and redefined markets. But what kind of disruption are we talking about ?
It matters that Apple’s new Siri will be late, and it matters more that Apple didn’t realise. Is it more than that?
OpenAI’s Deep Research is built for me, and I can’t use it. It’s another amazing demo, until it breaks. But it breaks in really interesting ways.
Every week there’s a better AI model that gives better answers. But a lot of questions don’t have better answers, only ‘right’ answers, and these models can’t do that. So…
A quarter century after ‘don't be evil’ a judge has found that Google is abusing its monopoly in search. But no-one knows what happens next, and whether this ruling will…
Hundreds of millions of people have tried ChatGPT, but most of them haven’t been back. Every big company has done a pilot, but far fewer are in deployment. Some of…
Meta has spent at least $50bn on VR and AR so far, but we’re still in the VR winter: the devices aren’t good enough or cheap enough and the user…
Apple has showed a bunch of cool ideas for generative AI, but much more, it is pointing to most of the big questions and proposing a different answer - that…
How do we build mass-market products that change the world around a technology that gets things ‘wrong’? What does wrong mean, and how is that useful?
How do we think about a fundamentally unknown and unknowable risk, when the experts agree only that they have no idea?
Generative AI means things that were always possible at a small scale now become practical to automate at a massive scale. Sometimes a change in scale is a change in…
We’ve had ChatGPT for 18 months, but what’s it for? What are the use-cases? Why isn’t it useful for everyone, right now? Do Large Language Models become universal tools that…
Can you write laws, or lay down ethical principles, for a technology that will be used in entirely different ways, for different purposes, in different industries? What does that mean…
Tech regulation gets a lot of headlines, and seems like a big deal, but most people in tech don’t seem to care much. It’s boring, and years away, but more…
The Vision Pro is amazing, but like the rest of VR and AR, Apple seems years away from the mass market. And if it gets there, how much will it…
The EU has finally made Apple redesign the App Store, 15 years after we started arguing about it, and no-one is happy with the result. In the next few years…