AI Transformation Leader | Certified MindStudio AI Agent Developer | Director of Product Design | Product Manager | AdTech CreatorTech Streaming PropTech EdTech
SF Bay Area
Joined February 2009
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Called it! SpaceX to launch a new mobile comms company, powered by satellites, not terrestrial towers. Musk picked up “junk” walkie-talkie spectrum no one wanted. Now at least 1 major mobile company will be destroyed by SpaceX Mobile.
spacex.com/updates#starlink-…
"Heartbreaker", Michael Jackson, 2001: youtu.be/CVd2A3F3UQw?si=zk6E…
Sunday Arts & Letters: Retro-electro 2026 cover of Wham!'s 1984 #1 "Everything She Wants."
LA electro pioneer Egyptian Lover brings every Roland 808 beat, loop & vocoder move that made 80's synth.
NSFW: Latex, grinding
youtu.be/FVArTpxKr80?si=l3U_…
Can an AI Agent be my Executive Assistant?
I dragged out an ancient MacBook Pro and installed NanoClaw. (Learning those Terminal commands & Claude Code!)
Meet Clawdette! Already delivering morning briefings v0.1.
Build every day.
Check out the latest article in my newsletter: 🚨 Breaking: Enterprise AI Adoption in Crisis
Link in comments
Friday Fun: Superb jazz cover of The Police “Driven To Tears” (1980) by top vocalist Tierney Sutton. Sutton swaps in a personal intensity for The Police’s spaced out reggae. Love this! youtu.be/vcCTCC9JjCw?si=0HND…
Friday Fun: MISSION IMPOSSIBLE and Fandango win the Brand of the Day:
Seat selection = Icon of Cruise's yellow biplane!
@tomcruise @Fandango @MissionFilm
AI-First.
Did you get the memo? Because this is the memo.
First Shopify, now Duolingo are AI-first.
Start all tasks with AI. Phase out contractors.
No hiring unless you prove AI cannot do the work.
Good for productivity (mostly…lots of reality clashing with the promise ahead).
This will spread through US business like wildfire. Silicon Valley within 3 months. All digital Fortune 1000 within 1 year.
Sadly, this will shut down 90% of jobs and hiring. The white collar employment market will collapse.
It will be overkill, and will be reversed somewhat, but nothing can stop what is coming.
I wish it could be more measured, more gentle. But it is what it is.
What to do: Learn and use AI tools every day. Create GPTs and agents to automate your work. Show an employer that you can be a net add to their AI transformation efforts.
At the best gathering in the Valley - AI Product Management is the topic. Huge crowd!
@LeanProdMeetup
Google's Adtech is a Monopoly: Judge in 2nd Antitrust Case. First Search ads, now Display & Video ads are ruled to be illegal monopolies.
Website & app owners ("publishers" in ad speak) must use Google Ad Manager to gain access to the world's largest online ad market, AdX, also owned by Google.
Google took advantage of the ability to orchestrate both the bidding and the inventory. This hampered publishers' ability to monetize fully.
Ultimate remedies may include spinning out the ad marketplace and opening it up to other publisher ad platforms like Magnite, Pubmatic, and OpenX.
TikTok (USA) Sale Hot Takes:
1. Reminder: This is a forced sale. PAFACA legislation says sell or be banned in the USA.
2. TikTok is better than YouTube: It's as big as YouTube and is growing 9 times as fast.
3. TikTok's data is the real prize.
4. Paradoxically, like driving a new car off the lot, TikTok USA's value plummets on the sale. TikTok USA will be severed from its global parent's size & reach.
5. It's still worth it to grab the top social media network at auction on the courthouse steps.
6. A psycho- / demo- / behavioral data source of this size will never be available again.
7. Bids from financial firms Blackstone and Andreessen Horowitz are equivalent to house flipping. Unlikely to win.
8. Oracle is bidding for TikTok in order to accelerate its transformation into a leading player in cloud / data / media / AI. A "steady hand" in the government's eyes. Combining TikTok with Paramount's streaming assets would create strategic leverage, rare in Hollywood. 50/50 chance to win.
9. Amazon's last minute bid has everyone excited. The plug-and-play synergies with Prime Video and retail advertising are juicy, and Amazon is the only real "Media" buyer. Has the money and the scale to ensure a successful transition to TikTok USA. Most likely to win.
10. Small, data-hungry tech players have a small chance to win. This category includes Applovin (mobile ad tech platform) and Perplexity AI (AI answer engine).
11. Celebrity buyers: This crowd gives off Justin-Timberlake-buying-Myspace vibes. BUT the bid from Mr. Beast et al is the most amusing, and therefore has a real chance to succeed (Musk logic).
12. A successful Mr. Beast bid would be a strategic coup on the scale of Meta's purchase of Instagram. Mr. Beast's popularity and programming genius would kick TikTok's growth into overdrive. TikTok TV. IRL TikTok Games. Jimmy Donaldson rockets to media mogul status. By 2035 he could be CEO of Amazon Prime or The Walt Disney Company.
13. Losers: The Walt Disney Company: Did not bid. Not surprising. Hollywood is too cash-strapped to do anything except become a sucker fish on the tech whale. (Exception: Oracle + Paramount/Skydance)
14. Loser: Microsoft: Not bidding on TikTok means they are satisfied they have sufficient first party unique data on their own. Are they sure of this?
15. Loser: Apple. Not bidding confirms they are not really interested in media & entertainment, despite AppleTV.
16. Loser: Elon Musk. He expressed interest, but is too busy now. X will remain a social news platform. Evolution into a social media platform may never come.
What do you think?
Who will get TikTok?
