A few highlights from the streaming video :   Reiterated their North Star: "Our mission is to ensure that artificial general intelligence benefits all of humanity."   Covered Research (literally scientific research involved in solving hard problems like curing cancer), Product, and Infrastructure. As part of their Product, they offered their view of a tech stack and how third parties can plug in. I appreciated the simplicity (i.e., use of plain English)

OpenAI's CFO Sarah Friar spoke at a WSJ event on November 5th. She did little more than acknowledge what we already know: "Jony Ive is working on a device." Given her language, there does seem to be a prototype that doesn't require us to look down at a screen. I would never underestimate the imaginations of this team. I truly hope they blow our minds. One open question will be if this is an OR device (i.e., displaces smartphones) or an AND device (i.e., it complements smartp

My first take: the post is both dramatic and expected for a smaller company looking to leverage a large, established platform for the benefit of their own customers (possibly longer term) and themselves. The lead sentence, "The point of technology is to make life better for people." That sentence alone is well-intended - there is a history of west coast-based tech companies starting with noble goals (i.e., "don't be evil"). I do believe that great user experiences improve the

Original post is here . *************************************************************************************** Two AI hardware startups...

In 2023, I started following AI hardware for consumers. This is a summary of a blog post I wrote on Humane's AI Pin. HP bought the assets...

Bill Magnuson (Braze's CEO) offers a compelling vision of the future of 1) the marketer's job and 2) how genAI will impact consumer...

This week (September 29, 2025) California passed SB53  as a framework to offer moderate regulation of AI efforts. The bill is less...

The virtual event  took place on September 25th and lasted 7+ hours with no breaks (really). They have more events planned . What I...

Apple's annual device event took place on September 9, 2025. Live stream link . What struck me the most is how little was said about AI...

Open AI hit $12B ARR in July of 2025. See NBC for interview with the CFO. They now have 700M weekly active users (WAU) have seen an...

Seems like the "new thing" for consumers in 2025 is tools to browse the web for them (us) and get stuff done (e.g., order groceries, book...

MIT's NANDA Initiative released a well-researched report. Findings are credible. The headline is damning - and click bait. Worth a read....

The WSJ reported  that Walmart is simplifying its AI Agent lineup (see Walmart’s blog post ).  Here is why I think this is important: ...

Amazon acquired "Bee" an AI listening band (think Fitbit style) that wants to get to know its customers well enough to become their...

Anthropic reached an annual revenue run rate of $4B. The Information reports that this is four times their ARR at the beginning of the...