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Anthropic’s S-1: The Software Clone Wars
The Private Equity Catch 22 with Anthropic and SaaS Portfolio Companies
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Elizabeth Holmes' Next Con
A sociopath posing as autistic? Elizabeth Holmes reinvents herself.
Published on Kenneth To
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Oct 21
Zuckerberg’s Revenge on Apple Has Begun
How Meta’s AI glasses, Muse assistant, and wearable strategy could challenge Apple’s iPhone ecosystem
Sep 24
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Kenneth To
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Should Snap work on Specs (AR Glasses)?
Snap and Irenic are both wrong
Jun 29
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Kenneth To
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SpaceX acquires Cursor for $60 billion
Multi-model is the way
Jun 16
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Kenneth To
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Is SpaceX, Anthropic and OpenAI overvalued?
An Amazon reminder to contemplate
Jun 15
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Kenneth To
4
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Manus Founders Detained by China
America needs to rethink immigration for Founders and AI Researchers
Apr 27
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Kenneth To
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Meta Job Inversion: Desk to Data Centers
Tech conglomerates can’t risk falling behind in AI and white collared jobs are turning into AI agents. Jobs are moving from desk and computers to data…
Apr 23
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Kenneth To
4
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Pokemon Pokopia Sells Out, Horizon Worlds Dies Out
Cozy vs Realistic Art Direction
Mar 17
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Kenneth To
2
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From Iran to Italy: Internet Censorship
Over 90 million Iranians have been cut off from the internet.
Jan 13
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Kenneth To
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Games of Strategy
Strategic analysis on emerging technology, business and media by Kenneth To.
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