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...

Anthropic, AI and The “Numbers” Problem

About a week ago I got a ping. Someone wanted to know if I knew someone who wanted $10 million of Anthropic common stock as a forward contract at $1 trillion. My first reaction was that we are so d…

om.co

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.

We Are Living in Pinocchio’s World

I have always wanted to own a Montblanc Writers Edition dedicated to Carlo Collodi, the Italian author whose real name was Carlo Lorenzini. He took his pen name from the Tuscan village where his mo…

om.co

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...

The Rocket That Runs on Broadband

SpaceX is in the business of rockets — how often they fly and what they do. The rest is imagination. The SpaceX IPO is a masterpiece of financial engineering. The prospectus is a perfect blend of r…

om.co

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.

OM@om.co · 3mo ago

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...

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

om.co

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.

What Microsoft’s 10-Q Says About OpenAI

Buried on page nine of Microsoft’s 10-Q for the quarter ended March 31, 2026 is a paragraph worthy of attention. Why? What does it reveal? A lot. For starters, Microsoft now holds approximate…

om.co

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...

What I Learned about Hyperscalers’ AI Spend

The four biggest hyperscalers reported earnings this week. Microsoft, Meta, Amazon, and Alphabet collectively told investors they will spend roughly $700 billion on capital expenditures in 2026. Th…

om.co

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...

Memory Is the Machine

It is late April 2026. If you want to get a Mac you want, you cannot go into any Apple Store and pick the Mac you want. A Mac mini with 64GB of RAM, ordered today, ships in sixteen to eighteen week…

om.co

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...

Eat Your Words

The New Yorker articulated something that has been on my mind for a long time. AI’s self-inflicted messaging crisis. This is as clear an example of my long standing argument that words have c…

om.co

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...

Newbird.AI! Or Loony.AI

Every speculative era has its favorite suffix. In the 1960s it was “tronics.” In the 1990s it was “dot-com.” Today, of course, it is “AI.” Nothing typifies a cra…

om.co

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...

Banksy, Satoshi & The Unmasking Impulse

First Banksy and then Satoshi. Something about their unmasking is not sitting right with me. I am bothered by it. I am annoyed by it. And even more annoyed with myself because as a former journalis…

om.co

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...

What To Read This Weekend

Every few years a startup comes along that dominates the headlines and grabs all the attention. For all the right and wrong reasons. I have been following the industry long enough to see that patte…

om.co

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

‘Astound’ed. Google Flips Its Fiber To PE.

I have been a WebPass customer for years. Fast, reliable, founder-run. When there was a problem, you could reach someone who gave a damn. It was the kind of internet service that made you forget yo…

om.co

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...

Meta’s May Day

Pop some popcorn. Put some butter. Add some salt. Because opportunists (politicians) are pointing their muskets at villains (tech bros), using children’s welfare as the ammunition. In case yo…

om.co

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...

We Are Now An Upload (Broadband) Nation

For thirty-odd years, broadband has been sold as a one-way pipe. The download speed was all that mattered. Bigger the number, better. No one cared about the upload speeds, because the internet was …

om.co

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.

OM@om.co · 5mo ago

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...

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 :)

@crazystupidtech.com · 5mo ago

The latest edition of our newsletter is out. This week we take a look at Nvidia's GTC conference, and why it shows that "AI" is going into "phase two" and we are at the inference inflection point. crazystupidtech.com/2026/03/22/j...

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...

How Not to Interview (Interesting People)

As a photographer who is primarily a writer, I like reading about photography so I can learn from those who create. I do that by reading photo magazines and listening to podcasts. One such magazine…

om.co

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...

OpenAI Has New Focus (on the IPO)

The Wall Street Journal recently reported that leadership wants OpenAI, the company, to focus. Seems like a plain old business strategy story. Nope! First, in more prosaic terms, the all-hands and …

om.co

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

Lobster Boil

I had coffee this weekend with my good friend Michael Galpert, father to my godchildren. Too much coffee. We talked too much Claw. OpenClaw that is. Michael has been running around the country orga…

om.co

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...

The Return of Travis Kalanick: Fact & Fluff!

Travis is back. It was only a matter of time. Given his old compadres Emil Michael and Shervin Pishevar are back in the news, how could he, the king pooh-ba, stay in the shadows? To a lot of us who…

om.co

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...

Tanhā & Our Modern Consumerism

It was late into the evening. I wanted to take a break from everything digital. Relaxing by doodling in my notebook. Trying a new grind. Seeing how the metal tip felt on the billowy silky Tomoe Riv…

om.co