Nobody made much money selling "the internet." The biggest network companies, WorldCom and Global Crossing, built the plumbing and assumed they'd extract a toll from everyone building on top of…
Pundits spent the last year-plus predicting that AI would kill Big Tech. Big Tech's Q1 2026 earnings suggest they might have missed that meeting. Google's search queries hit an all-time…
While Judge Amit Mehta has imposed penalties on Google for its anticompetitive behavior, I’m convinced that the big winner in the antitrust trial is... Google. And, to a lesser extent,…
Agentic AI is almost certainly going to be huge... and probably soon. Early versions of agentic AI already exist today. Some of them even work pretty well. And the early…
Mary Meeker’s latest report is out and it’s all about artificial intelligence. It’s a brilliant report. But it’s missing why all of these changes matter for marketers and e-commerce/customer acquisition…
