In any endeavor, you must ask, “What’s the underlying structure?” That will start a hard quest to silence the noise and get into the real signal to map out ...

We’re going through a fundamental shift, and we’re just at the beginning of it, which means we’re seeing the challenge of core assumptions that have worked ...

In AI is Eating SaaS, I’ve explained how AI is quickly and inexorably changing entire verticals, breaking these “narrow commercial use case silos” into a ...

Google's mission has always been to organize the world's information and make it universally accessible and useful.And that’s because this is what it was ...

In a tech-driven business world, the tech side becomes a moat only when it translates into a brand, distribution, and operational advantage. The race ...

The technology world is wild. Things that might have seemed true a few years back get redefined in a dance of challenged assumptions that once defined an ...

Google is a $350 billion yearly run rate machine, now in the AI business. The key thing about Google’s search machine is that the company has managed to ...

​Entrepreneurs and executives must balance out the short and long term. At times, short and long-term do converge. At other times, they seem to diverge.A ...

With AI development in full swing and a just-announced $500 billion plan to further build the infrastructure to serve the future business ecosystem, the ...

Jeff Bezos uses a simple mental model for the current AI paradigm as "a horizontal enabling layer." I could not find the best analogy for it to understand ...