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[Weekly Review] We saw a future where Intelligence Eats Software at OpenAI's Dev Day
Sora seemingly throws copyright concerns to the wind, Huawei and Samsung create tiny, efficient, open source models, AMD ushers closer to OpenAI
Oct 10
•
Tara Tan
When Intelligence Eats Software
OpenAI's Dev Day was a big bid for developer mindshare. It's coming for the browser, the app store, and the way we build software itself.
Oct 8
•
Tara Tan
4
[Weekly Review] Agentic Commerce, Sora videos, and what comes next?
Will the world accept one company controlling the thinking machines?
Oct 5
•
Tara Tan
1
ASML's 30-Year Monopoly: The Moonshot Bet No One Can Replicate
One of the most extraordinary returns on R&D might be a machine that costs $380 million, weighs 180 tons, and took three decades to perfect.
Oct 2
•
Tara Tan
3
September 2025
Your AI wants your credit card
The entire mechanism of discovery and decision-making is shifting under our feet
Sep 30
•
Tara Tan
4
[Weekly Review] The Next Power Play: Talent and Compute
What one visa policy and a $100B alliance reveal about the next era of power in Silicon Valley.
Sep 26
•
Tara Tan
2
Why OpenAI has to go full-stack and why Nvidia has to bet big on OpenAI
Detangling the "circular financing" partnerships between OpenAI-Nvidia-Oracle, and two words on why this might be a win for developers and enterprises…
Sep 25
•
Tara Tan
6
1
The $100K Question: What Happens When We Price Out the Next Generation of Builders?
This policy might reshape Silicon Valley completely.
Sep 22
•
Tara Tan
1
The Cognitive Flip: AI is officially more collaborator than tool
New data shows that 700M people would rather have AI think with us, than just do for us.
Sep 16
•
Tara Tan
2
Microsoft's Model Switch: Why AI Middleware is the Next Platform
Microsoft will now switch between OpenAI and Anthropic models for its Office365 products
Sep 9
•
Tara Tan
3
Peak Froth: When Months-Old Startups Get $100M Term Sheets
The numbers are getting stupid. And this time, who's left holding the bag?
Sep 5
•
Tara Tan
3
August 2025
New Stanford research asks: Is Gen Z cooked?
Not quite, but they are caught in the middle. Not enough deep experience like Millennials / Gen X. Not AI-native like Gen Alpha. What should they do?
Aug 29
•
Tara Tan
1
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