Bay Area Letters
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Latest

Jan
05
⛵ Humanoid Hype Hits Wall

⛵ Humanoid Hype Hits Wall

Plus: Neuralink's Next Phase, Starlink Rewrites Orbit Rules
4 min read
Jan
02
⛵ FSD Across America

⛵ FSD Across America

Plus: Labubu Bubble Pops, Mobile Towers Go Orbital
4 min read
Jan
01
⛵ OpenAI Clears IPO Path

⛵ OpenAI Clears IPO Path

Plus: AI Lunch Lines, CD Projekt Splits GOG
5 min read
Dec
31
⛵ Jobs Invade Dating Apps

⛵ Jobs Invade Dating Apps

Plus: Bees Gain Legal Standing, MH370 Search Reboot
5 min read
Dec
30
⛵ Elevator Moment

⛵ Elevator Moment

Plus: Nvidia Absorbs Groq, SoftBank Buys the Grid
5 min read
Dec
24
⛵ Hard Limits Ahead

⛵ Hard Limits Ahead

Looks to 2026, AI, infrastructure, and space are maturing fast.
4 min read
Dec
23
⛵ McKinsey’s AI Reality Check

⛵ McKinsey’s AI Reality Check

Plus: The Robotaxi Divide, Crypto Ahead Of Law
5 min read
Dec
22
⛵ Musk Wins Leverage

⛵ Musk Wins Leverage

Plus: A Quiet Chip Split, SoftBank All In OpenAI
5 min read
Dec
19
⛵ OpenAI Now Worth $750B

⛵ OpenAI Now Worth $750B

Plus: TikTok’s New Separation, App Store Reckoning
5 min read
Dec
18
⛵ The Reckoning

⛵ The Reckoning

Plus: Waymo Briefly On Top, Databricks Valued at a $134B
4 min read