President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph

President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in and wins, and changes how we should think about the Twitter acquisition.

Instacart IPO, Instacart Conflict, Arm’s IPO Pop

Instacart is two different companies in one: the tech company is dependent on but in some respects in conflict with the logistics one. Then, ARM pops.

An Interview with Replika Founder and CEO Eugenia Kuyda

An interview with Replika founder and CEO Eugenia Kuyda about relationship AI, what actually matters for consumers when it comes to chatbots, and the Replika risks and risqué.

The End of Silicon Valley (Bank)

Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.

Narratives

What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.