The AI "job-pocalypse" feels like a Y2K bug moment
Fear often balloons when approaching transformational tech changes. Most of it is irrational, overblown, and (worse) hides the real dangers.
Technology
How technology (invention) shapes the market's future (innovation).
AI bottlenecks: 3 structural constraints that will decide what this technology actually becomes
The cone is narrowing. Understanding the three concurrent pressures on AI development matters more right now than tracking model benchmarks.
🟢 China and the US are chasing AI supremacy in very different ways
Two fundamentally different bets on how artificial intelligence creates value, and why the American model may be winning the technology race while losing the market one.
🟢 NASDAQ is the operating system of innovation—and Europe still doesn’t have one
TechCrunch recently listed all nineteen $100M+ AI startup rounds so far in
From social media to social credit: the creeping convergence of U.S. and Chinese citizen profiling
How to protect your phone at the US border is now an
🟢 Waymo has quietly crossed 50 million autonomous miles with fewer crashes than human drivers—right when no one’s watching.
The hype cycle has moved on, headlines have cooled, but that’s exactly when deep tech innovation gets real: boring, unsexy, and quietly transformative. Waymo’s data now shows statistically safer driving at scale—marking the inflection point where the tech becomes not just viable, but inevitable.
Did Benedict Evans just discover AI is only good for solving 80%-OK problems?
Benedict Evans (one of the old-guard tech gurus) wrote a piece
Applying My BIG Technology Framework to TikTok
I thought it would be interesting to apply my Big Technology Framework
My BIG Technology Framework - Free template
As I'm working with a few teams and MBA students
Star Wars has been shot on an iPhone (close enough)
In 2007, I discussed how human brains can't compute Moore&
8 Lessons on how China won the EV war years ago (and how Europe could learn a few things about it)
If I haven't cried out loud about China becoming a
🟢 My Big Technology Framework - Part 6. Final insights
For the next few weeks, I'm taking up the challenge of explaining all the mechanisms at play that lead a technological invention to become an innovation in the market. Which is probably more difficult than what physicists do when they try to explain the universe : )