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#86: Hot Takes in AI (Part VII)
TBPN, Project Glasswing, and Perplexity Computer
Apr 14
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#85: Revisiting Relentlessly Curious Predictions
Grading My AI Predictions: Hits, Misses, Lessons
Apr 7
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March 2026
#84: The Symbiotic Relationship Between Credit Cards and Airports
A deep dive into how credit card companies make money
Mar 31
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#83: The Physical AI Narrative is Gaining Steam
Robotics companies need specialized, real-world datasets
Mar 24
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#82: Google Maps Gets an AI Upgrade
Google Maps is central to Google’s offline data collection strategy
Mar 17
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#81: Hot Takes in AI (Part VI)
Education, work challenges, and OpenAI
Mar 10
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#80: AI + Consulting
Consultants have distribution in the age of AI
Mar 3
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February 2026
#79: AI + Future of Work
Highlighting agentic AI’s impact on work
Feb 24
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#78: Skeptical of AI-Driven Layoffs
AI’s impact on the workforce is driven by narrative
Feb 17
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#77: Opportunities Because of AI That Aren’t AI (Part II)
Industrials, autonomous vehicles, and energy
Feb 10
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#76: Examining the Bilt 2.0 Card Launch
A lesson in building sustainable businesses
Feb 3
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January 2026
#75: Hot Takes in AI (Part V)
Gmail, GEO, and Rufus
Jan 27
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