✅ Final Thoughts Friday for 2025-08-29
The sale of spectrum licenses and ORAN expansion
The sale of spectrum licenses and ORAN expansion
Google's datacenter investment evolution over the years
Fare? Fair.
AI drawing major funding continues
A fun theory about ASTS, NN, and RBLX
Microsoft licensing changes, dining tech, markets, AI, history, and more
Exploring internet balkanization and online censorship in the U.S.
Intel, the U.S. Government, and the market
A decade-long showdown between Apple's App Store and Epic Games
Another week and another random video pick
Funding for AI from web crawlers to... mattresses?
Another week of updating my screener
Updates to workflows, tech throwbacks and more
Screen recording utilities and call recording laws
Exploring the impact of a revenue cut deal between government and industry
Google-Oracle table turns from legal battles to AI collaborations in 15 years
It's time for a video
Dollars flowing to AI companies continues
Making slow weekly progress on my screener
A fresh newsletter format of weekly market insights