Tarun Sairam on Platforms, AI, and the Economics of BigTech

Rippling and the return of ambition - by John Luttig

John Luttigluttig.substack.com

Windows and the AI Platform Shift

Stratechery by Ben Thompsonstratechery.com
Thumbnail of Windows and the AI Platform Shift

Aggregation Theory

Ben Thompsonstratechery.com