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Technology & Change: Field Notes From The Present Future
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Om Malik, 1966-2026
Om Malik passed away on June 24, 2026, at Stanford Hospital after a long health journey with his heart. He was surrounded by family and friends. We invite you to...
Taking a Few Days Off
I am taking a few days off. No posts here, no newsletter, no notes from the road. Things will be quiet on om.co until I am back. The last few...
The Myth, the Mythos and the Man
For a while I have been wondering why Anthropic named its most powerful AI model Mythos. A safety company. A company whose entire justification for existing is that someone needs...
Silicon Valley’s Biggest Payday. Yet!
The SpaceX cap table, what it is worth, and what happens next. On June 12, a great many people become extraordinarily wealthy. Not one of them can sell a share...
AI models are having their iPhone moment. What’s Next?
Lately there has been a lot of talk of how the foundational models are quickly becoming like every other iPhone release. They are ho-hum, till the next one comes around....
Clothes Are Nice. Fashion Biz, Not As Much!
Every morning I sit down and open Feedbin on my iPad. It aggregates my RSS feeds and newsletters – about a hundred sources – covering everything from AI to zeitgeist....
Truth is Fiction or is it?
Masayuki Amagai, Vice President of Keio University: In this age of excess, truth and fiction are intermingled. Truth tends to be complex and challenging to grasp, while fiction is often...
Anthropic, AI and The “Numbers” Problem
About a week ago I got a ping. Someone wanted to know if I knew someone who wanted $10 million of Anthropic common stock as a forward contract at $1...
What to Read This Weekend
I have been missing in action for a couple of weeks. I apologize for my tardiness, but I have been busy with personal matters. Both my heart and mind were...
The Rocket That Runs on Broadband
SpaceX is in the business of rockets — how often they fly and what they do. The rest is imagination. The SpaceX IPO is a masterpiece of financial engineering. The...
AI in Everything, Everywhere
After I published AI is the New Netflix, Surj Patel, a former colleague, intellectual sparring partner, and long-time reader, asked a sharp question. Given my argument that AI will drive...
AI is the New Netflix
At my 2008 NewTeeVee conference, I asked Reed Hastings, then CEO of Netflix, whether streaming video would become the first killer app of broadband. It seemed obvious: video would consume...
Signing off in a world of what’s next
Before turning in last night, I saw a video by Pete from Just a Few Acres Farm YouTube channel. I have followed him for a while. Reflecting on his goodbye,...
How AI Is Changing the Network(s)
As is always the case, this started with a simple question: Will AI change how networks work? Will it impact the speeds we need at home and on our phones?...
Say Hello to the Internet of AI
Every so often, I would notice that our upstream bandwidth consumption was going up. Average upload usage is growing 21.7% year over year, more than twice the rate of downstream...
What to read this weekend
First, a short apology. I was unable to send the newsletter last weekend. Life and sniffles got in the way — OM As has been the case lately, I have...
What Microsoft’s 10-Q Says About OpenAI
Buried on page nine of Microsoft’s 10-Q for the quarter ended March 31, 2026 is a paragraph worthy of attention. Why? What does it reveal? A lot. For starters, Microsoft...
What I Learned about Hyperscalers’ AI Spend
The four biggest hyperscalers reported earnings this week. Microsoft, Meta, Amazon, and Alphabet collectively told investors they will spend roughly $700 billion on capital expenditures in 2026. That is nearly...
With AI, Headline isn’t the story
Oh boy. Over the past few days, an article has been doing the rounds as a testimonial for the ludicrousness of AI versus human costs. From that piece, one specific...