OM

The Debt Beneath the Dream Every gambler knows that the secret to survivin’ Is knowin’ what to throw away and knowing what to keep ‘Cause every hand’s a winner and every hand’s a loser And the b…

Masayoshi Son, the great gambler, is betting it all on OpenAI. Caught up in the frenzy or creating it? Either way, we are in an unprecedented data center frenzy. It is one crazy time, when announcements are the new currency. Velocity is the new game. New post.  om.co/2026/03/09/t...

Bluesky has a new CEO, Toni Schneider of Automattic.

bsky.app/profile/toni...

Interesting possibility, hooking up WordPress to Bluesky.

That would give us a way into Bluesky via the web.

That would be a big deal.

A New Chapter for Bluesky - Bluesky After several intense and incredible years building Bluesky from the ground up, I've decided to step back as CEO and transition to a new role as Bluesky's Chief Innovation Officer.

Some personal news: I’m transitioning from CEO to a new role as Bluesky’s Chief Innovation Officer! I’m excited to welcome @toni.bsky.team as our interim CEO.

More here: bsky.social/about/blog/0...

I'm thrilled to announce that I'll be joining Bluesky as interim CEO. I deeply believe in what this team has built and the open social web they're fighting for. More here: toni.org/2026/03/09/c...

“Open-source AI is the new flagship strategy for China. They see it as a competitive advantage against the United States…

On our end, we have what I’d call AI theater.”

tip @techmeme.com

The Great (ai) Game vs AI Theater “The game is so large that one sees but a little at a time.” To understand AI, its stakes and its long-term impact, you have to step away from the cacophony of headlines. And instead ta…

If AI is the new great game, then does the US have a plan? China sure seems to have one, for they are playing the long game to win. My latest piece (via blog and newsletter). om.co/2026/03/05/t...

The early 2000s/12" PowerBook G4/"Switch" campaign-era vibes are STRONG.

When you come from Windows 11, Tahoe troubles are a tempest in the teapot

Did you mean JFLLM

With Neo Apple Goes After Windows 11 It has been a long time since I used the words “cute” and “want” about a computer. Last time, I probably did when Steve Jobs (RIP) was trying to save Apple and introduced th…

Apple's new low-end laptop, Neo, is cute and colorful. And it is a full frontal attack on Windows 11 (and Chromebooks). With Windows 11 users upset, this is good timing for Apple. om.co/2026/03/04/a... (tip @techmeme.com

@techmeme.com

Apple Does Fusion. For the first time in five generations of Apple Silicon, these chips are not a single piece of silicon. The newly announced M5 Pro and M5 Max use what Apple calls Fusion Architecture. This is a big…

Apple has been introducing a gaggle of products. The one that is going to go under the radar is its Fusion Architecture, for it could be the underpinning of its future efforts. This is boring on the surface, but bold in reality. om.co/2026/03/03/a...

Well said. Going to have to steal that line 😃

That is always the case. It will never change. Power means you rewrite reality

Apple Does Value (Week) Tim Cook calls it a “big week.” I’d call it Apple’s “budget week.” Or value offensive. Either way, the first week of March 2026 is not about Apple introducing fl…

Apple has decided that $599 is the new floor for a “real” Apple device. Not a hand-me-down, not last year’s leftovers. But a current-generation product with current-generation silicon. It’s also about hitting Microsoft when things are topsy-turvy in the Windows ecosystem. om.co/2026/03/02/a...

$110 Billion in Name Only I wrote last month about the announcement economy, where bombast and news releases are meant to dominate news cycles. Being right or wrong doesn’t matter. Whether the money actually arrives i…

Since you brought it up, I had to really update my post. :) TY for the shake-up om.co/2026/03/02/1...

But press release is amazing :)

This is a good piece not only on Block but on AI, including the term AI washing. If you read anything on the topic read this

Enveda's AI makes drugs from plants. It could revolutionize pharma. Enveda, led by founder Viswa Colluru, thinks making drugs from plants using AI and robots will revolutionize pharma worldwide.

“Going natural” has become something of a third rail in drug development. Dozens of pharma companies big and small have tried. Enveda has a plan to win. @fvogelstein.bsky.social reports. crazystupidtech.com/2026/02/27/e...

@techmeme.com

More like OpenAI=Open(ended)A(san)I(nvestment)

The key to understanding OpenAI is that nothing is permanent in their world. They change their ideas and terms as they see convenient. I think that is why I think the whole thing is an Amazon justification. There will be no $100B bill they can pay in addition to what they owe Azure, Oracle.

Block & Tackle: Job Cuts & the AI Narrative Jack Dorsey, CEO of Block (the company formerly known as Square), went on X (the company formerly known as Twitter, which he co-founded) and shared a lower-case employee memo, candidly outlining hi…

Operational inefficiencies, over-hiring, and general lack of financial discipline are a common malaise, especially among mid-tier tech companies that have lived on the largesse of cloud, mobile, & ZIRP. Block is a poster child. Rest is spin.

om.co/2026/02/28/b...

Didn't Microsoft already do that. I mean they are the canary in the coal mine of all things AI+Cloud.

it's in the air. it's just a matter of time now

No, that is not credits for cloud compute. It says clearly in the press release

And my caveats are all rough back of the envelope math based on whatever they are saying. :) Will wait for SEC filings to really get the real numbers unless they are fudging those too.

OpenAI - OpenAsInvestment

Bsky still thinks it is 2012 Social Web. :) Nice, but really things are so different really