Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2025, "AI eats the world"

Will Apple build a search engine? Will ChatGPT change search? Does it matter?

Hundreds of millions of people have tried ChatGPT, but most of them haven’t been back. Every big company has done a pilot, but far fewer are in deployment. Some of this is just a matter of time. But LLMs might also be a trap: they look like products and they look magic, but they aren’t. Maybe we have to go through the slow, boring hunt for product-market fit after all.

Meta has spent at least $50bn on VR and AR so far, but we’re still in the VR winter: the devices aren’t good enough or cheap enough and the user base is flat. But no matter how good the devices get, how many people will care?

Backing the next generation of AI-powered video security

Apple has showed a bunch of cool ideas for generative AI, but much more, it is pointing to most of the big questions and proposing a different answer - that LLMs are commodity infrastructure, not platforms or products.

How do we build mass-market products that change the world around a technology that gets things ‘wrong’? What does wrong mean, and how is that useful?

How do we think about a fundamentally unknown and unknowable risk, when the experts agree only that they have no idea?

We’ve had ChatGPT for 18 months, but what’s it for? What are the use cases? Why isn’t it useful for everyone, right now?

Our evolving thoughts on investing in AI applications

Podcastle is giving superpowers to the next generation of content creators

The EU has finally made Apple redesign the App Store, 15 years after we started arguing about it, and no-one is happy with the result. In the next few years there'll be a lot of shouting and some giant fines, but in the end, nothing much will change.