Trends
2025
| The Third UI : The Rise & Fall of the Keyboard |
March 21 |
| How Much Is A Venture Firm Worth? |
March 9 |
| Google's Future in Search & AI |
February 7 |
| Back to Text: How AI Might Reverse Web Design |
January 5 |
2024
| The White Collar Revolution |
November 6 |
| Profit Dollars per GPU Dollar |
November 5 |
| Trends in the Post-Modern Data Stack |
October 29 |
| A Challenge to SaaS Orthodoxy |
October 10 |
| The PostModern Data Stack |
August 12 |
| Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover? |
July 15 |
| The Series A Crunch or the Seedpocalypse of 2024 |
June 21 |
| Apple's AI Challenger Sale |
June 11 |
| The Capex Conquest in the Cloud |
May 1 |
| A Shift in LLM Marketing : The Rise of the B2B Model |
April 24 |
| My Favorite Uses of AI |
April 14 |
| Why Databases Won't Charge for Storage in the Future |
March 12 |
| What If LLMs Change the Business Model of the Internet? |
February 27 |
| AI Design Patterns |
February 5 |
| Experience as a Status Symbol |
January 31 |
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
| Data on the “seedpocalypse” |
November 30 |
| VC investment trends in the consumer web |
November 27 |
| Gigabytes under management |
October 25 |
| Data isn’t a business model - it’s much more important |
September 19 |
| Defining a Personal API |
May 27 |