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When Infrastructure Trumps Ideology: OpenAI's Pragmatic Turn to Google Cloud
We're watching the AI infrastructure landscape evolve from a battlefield of exclusive alliances into something more complex: a web of overlapping partnerships, temporary arrangements, and strategic flexibility.
Jun 30, 20253 min read


Search Is Falling. Agencies Are Scrambling. AI’s Already Moved On.
The advertising industry is being gutted. What we’re seeing isn’t just another wave of disruption. We're seeing the future and it's fucking fantastic. This is foundational. In the past few months alone, Amazon, Google, Meta, TikTok and Reddit have all released generative content tools designed to help eCommerce merchants create ads with minimal effort and zero creative teams. These aren’t gimmicks. These are functioning production tools capable of turning a product brief into
Jun 11, 20253 min read


You Can't Tailor Network Effects
On network effects, aggregation theatre, and why everyone's lying about platforms
Mar 5, 20257 min read
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