Shopify’s Narrative Reset: From Anti-Amazon Roots to an AI-Powered Future
Shopify’s Narrative Reset: From Anti-Amazon Roots to an AI-Powered Future This article explores the five key narrative shifts in Shopify’s history, revealing how a platform company uses storytelling to shape market perception, build trust, and influence valuation cycles. From its founding myth to pandemic-driven momentum, through narrative collapse
When Every Research Firm Uses AI: A Quiet Note on Reflexivity and Disruption
When Every Research Firm Uses AI: A Quiet Note on Reflexivity and Disruption Exploring the Future of Industry Research in the Age of AI-driven Prediction This piece follows an earlier reflection titled What’s Still Mine? A Knowledge Worker’s Quiet Question in the Age of AI.
From NVIDIA to the Rack: The Real AI Deployment Battle Is Just Beginning
From NVIDIA to the Rack: The Real AI Deployment Battle Is Just Beginning When we talk about artificial intelligence (AI), the spotlight usually stays on models, compute power, and chips. But the most critical phase, which is deployment, is often left out of the conversation. Getting from NVIDIA’s
Why AI Devices Are a Habit Revolution, Not Hardware
Why AI Devices Are a Habit Revolution, Not Hardware Generative AI is spreading quickly, yet few people actually use it on a daily basis. The issue is not about what AI can do, but about the habits that have yet to form. OpenAI’s collaboration with designer Jony Ive
What’s Still Mine? A Knowledge Worker’s Quiet Question in the Age of AI
What’s Still Mine? A Knowledge Worker’s Quiet Question in the Age of AI In an era where even industry research may be reshaped by AI, I found myself asking: If my way of thinking and working can be replicated, what’s still mine? This is a quiet reflection
When AI Redefines the Interface: Jony Ive, OpenAI, and the Future of Display Strategy
When AI Redefines the Interface: Jony Ive, OpenAI, and the Future of Display Strategy OpenAI’s collaboration with Jony Ive is more than just a hardware announcement. It marks a fundamental rethinking of how humans interact with machines. The AI device they are developing, designed without a screen, challenges
When Walmart Stops Just Selling Things: How a Retail Giant Is Quietly Building a New Kind of Platform
When Walmart Stops Just Selling Things: How a Retail Giant Is Quietly Building a New Kind of Platform In its Q1 FY2026 earnings call, Walmart revealed more than just growth in e-commerce and profits. It signaled a deeper transformation in the company’s role. This report unpacks four key
The Age of Semantic Recommendation: Are We Choosing, or Simply Being Understood?
The Age of Semantic Recommendation: Are We Choosing, or Simply Being Understood? As generative AI and semantic recommendation technologies become increasingly mainstream, the way consumers search, choose, and place trust in products is quietly changing. What counts as visibility, and what we perceive as freedom of choice, are
Wolfspeed’s Strategic Outlook: SiC Technology, U.S. Policy, and Supply Chain Implications
Wolfspeed’s Strategic Outlook: SiC Technology, U.S. Policy, and Supply Chain Implications Note (June 2025): This article was written prior to Wolfspeed’s Chapter 11 bankruptcy filing on June 23, 2025. For a follow-up reflection on how recent developments may reshape the company’s long-term strategic outlook, please see the postscript
When Tech Becomes Commodity: Lessons from the Decline of TFT-LCD
When Tech Becomes Commodity: Lessons from the Decline of TFT-LCD When technology stops being rare and products become interchangeable, how should companies redefine themselves? This article examines the transformation of the TFT-LCD industry through the paths taken by AUO and Innolux, offering a lens into how mid-tier tech