For over a decade, Daily Active Users (DAUs) has been the primary key performance indicator (KPI) of internet companies. DAUs provide a signal of product stickiness, user engagement and growth velocity. Investors tracked them obsessively, using the metric...

What a wild week. The S&P 500 settled above 6,000 for the first time since February 21st. The Nasdaq 100 composite is a mere 2% shy of an all-time high. And even the small-caps appear to break out. Industrials were the first sector to close at a...

Uber is positioning itself for the autonomous future. Early this morning, the company reported Q1 2025 earnings – profitability and free cash flow reached new highs despite lower-than-expected revenue.  The numbers did not shock or awe. However,...

Netflix rolled out an OpenAI-powered search engine designed to help users discover content with natural language prompts like: “I’m in the mood for a light-hearted comedy that isn’t too long.” “Suggest some intense dramas...

Waymo expanded its robotaxi coverage in California, bringing its total to over 250 square miles.  The expansion connects corridors in San Francisco, Silicon Valley, and Los Angeles, linking cities like Palo Alto, Burlingame, Echo Park, Westchester,...

Hello everyone! I am so grateful to experience life at such an exciting time.  Today, I’m thrilled to launch a new publication centered on the future of transportation. We’ll explore eVTOLs, advanced propulsion technology, hypersonic jets, bullet...

Waymo will deploy its robotaxi fleet to Manhattan next month — first manually with human safety drivers, then autonomously if NYC grants its permit — a major step toward introducing fully driverless ride-hailing in New York City. Here’s the overview:...

Firefly Aerospace, an 8-year old Texas-based enterprise, is the first commercial company to successfully land on the Moon. Late Sunday, Firefly live-streamed its Blue Ghost lander touching down on the lunar surface. The vessel shared its success as it...

We’ve entered a new era of hardware. AI is reshaping how we interact with technology, and soon, smartphones and computers may not exist in the forms we know today. My hope is to one day leverage technology without invasive hardware at all. Slowly, new...

OpenAI just made its biggest bet yet — on hardware! The company acquired Jony Ive’s AI device startup, io, in a $6.5 billion all-stock deal. Ive, the designer behind the iPhone, iMac, and Apple Watch, now leads design at OpenAI. His team, including...