Games of Strategy

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

SpaceX announced they are exercising their option to acquire Cursor for $60 billion in all stock transaction. Going multi-model was the right move for…

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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July 2025

A Tale of Two IDEs: Windsurf vs Cursor

Routing and Context Windows Considerations for AI Wrapper Startups

Jul 15, 2025 • Kenneth To

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June 2025

AI Glasses Landgrab: Gentle Monster, Warby Parker and Oakley

Meta and Google compete for eyewear brands. Apple and Snap stay solo.

Jun 26, 2025 • Kenneth To

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AI Event Horizon and Nuclear Energy

Nuclear energy is ascendent as we approach the AI Event Horizon

Jun 17, 2025 • Kenneth To

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