Games of Strategy

Anthropic’s S-1: The Software Clone Wars

The Private Equity Catch 22 with Anthropic and SaaS Portfolio Companies

2 hrs ago • Kenneth To

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Elizabeth Holmes' Next Con

A sociopath posing as autistic? Elizabeth Holmes reinvents herself.

Published on Kenneth To • Oct 21

September 2026

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 • Kenneth To

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June 2026

Should Snap work on Specs (AR Glasses)?

Snap and Irenic are both wrong

Jun 29 • Kenneth To

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SpaceX acquires Cursor for $60 billion

Multi-model is the way

Jun 16 • Kenneth To

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Is SpaceX, Anthropic and OpenAI overvalued?

An Amazon reminder to contemplate

Jun 15 • Kenneth To

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April 2026

Manus Founders Detained by China

America needs to rethink immigration for Founders and AI Researchers

Apr 27 • 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 • Kenneth To

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March 2026

Pokemon Pokopia Sells Out, Horizon Worlds Dies Out

Cozy vs Realistic Art Direction

Mar 17 • Kenneth To

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January 2026

From Iran to Italy: Internet Censorship

Over 90 million Iranians have been cut off from the internet.

Jan 13 • Kenneth To

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An Unpredictable Year: Google, Meta and OpenAI

Emerging technology can be unpredictable.

Jan 7 • Kenneth To

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October 2025

LLM Political Bias and Grokipedia

What happens when everyone scrapes Reddit

Oct 30, 2025 • Kenneth To

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