Bay Area Letters
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Latest

Jan
19
⛵ Battery Chain Flips

⛵ Battery Chain Flips

Plus: Musk Sues OpenAI/Microsoft $134B, A Gear Without Gears
4 min read
Jan
16
⛵ Replit Valued $9B

⛵ Replit Valued $9B

Plus: Free Scraping Is Fading, Neoclouds Shock Bond Market
4 min read
Jan
15
⛵ The Memory Wall

⛵ The Memory Wall

Plus: Ammonia Gets Smaller, One Time FSD Ends
4 min read
Jan
14
⛵ Coca Cola Formula Cracked

⛵ Coca Cola Formula Cracked

Plus: Microsoft Courts Trump, ByteDance Option Prices Climb
4 min read
Jan
13
⛵ FIFA Owns Live Pricing

⛵ FIFA Owns Live Pricing

Plus: Wall Street Split, Another AI Reset
4 min read
Jan
12
⛵ X Opens Its Algorithm

⛵ X Opens Its Algorithm

Plus: Starlink Locks the Skies, Drone Delivery Coming
4 min read
Jan
09
⛵ A New Supercycle

⛵ A New Supercycle

Plus: Two Mile Wireless, Ambient AI Interface
4 min read
Jan
08
⛵ Manus Triggers Scrutiny

⛵ Manus Triggers Scrutiny

Plus: A Personal Cinema, The Smart Pad
4 min read
Jan
07
⛵ The Speaker Era Ends

⛵ The Speaker Era Ends

Plus: The Car Becomes Platform, Sport Becomes A System
4 min read
Jan
06
⛵ The Housing Casino

⛵ The Housing Casino

Plus: Uber Launches Its First Robotaxi, AMD Bets On AI PCs
4 min read