Neil’s weekly essays and podcast episodes on the latest developments in the technology industry provide a fresh and unique perspective on how to make sense of the world. More than 210 essays and podcast episodes have been published to date. An Inside Orchard membership is required to read previously published essays and podcast episodes.
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Archive
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2026
- Sep 26, 2026 Keep an Ear Out for Audio Intelligence
- Sep 8, 2026 Oura Files for an IPO: Here We Go Again
- Aug 30, 2026 Becoming AI-Pilled
- Aug 10, 2026 Wall Street Is Predicting a Turn in AI Capex
- Jul 27, 2026 A Meta Contradiction
- Jul 10, 2026 Nike Is Trying to Find a Spark
- Jun 27, 2026 Roku Waved the White Flag
- Jun 14, 2026 Rivian’s Identity Crisis
- May 29, 2026 The iPhone Won Google I/O
- May 16, 2026 Berkshire Hathaway Will Embrace Tech
- May 4, 2026 Keep an Eye on Netflix and Spotify
- Apr 25, 2026 New Media’s Authenticity Problem
- Apr 3, 2026 Acquiring TBPN Is an OpenAI Hail Mary Pass
- Mar 27, 2026 AI Is in a Weird Place Right Now
- Mar 14, 2026 The Apple Silicon Renaissance
- Mar 7, 2026 Anthropic Is Grabbing Wins
- Feb 28, 2026 Wall Street Is Beginning to Panic About Big Tech Capex
- Feb 20, 2026 Meta Can’t Be Trusted With Smart Glasses
- Feb 13, 2026 Jony Ive’s Ferrari
- Feb 6, 2026 The AI IPO Race Is On
- Jan 30, 2026 Tesla Needs Bridges, but Elon Musk Refuses to Build Them
- Jan 23, 2026 Meta Pulling Back From VR Was Inevitable
- Jan 16, 2026 Barnes & Noble Has Become an Antidote to Amazon
- Jan 9, 2026 Why AI Slop Worries Me
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2025
- Dec 16, 2025 Warner Bros. Discovery Won
- Nov 25, 2025 Wall Street to Silicon Valley: “Show Me the AI Money”
- Nov 11, 2025 Neo’s Good, Bad, and Ugly Sides
- Oct 25, 2025 Who Is OpenAI’s Competition?
- Sep 27, 2025 The Race for Our Eyes
- Sep 22, 2025 The Opendoor Craze
- Aug 25, 2025 Content’s Long Tail Is Being Weaponized
- Aug 5, 2025 Elon Musk Should Step Down as Tesla CEO
- Jul 20, 2025 Ten Uncomfortable Truths in Tech
- Jul 5, 2025 It’s Time to Double Down on Digital Mapping
- Jun 21, 2025 The Next AI Phase Is Taking Shape
- Jun 7, 2025 OpenAI Will Need Screens
- May 24, 2025 Slate Made People Dream Again
- May 10, 2025 CoComelon for Adults
- Apr 25, 2025 Big Tech’s Missing Growth Story
- Apr 6, 2025 DeepSeek Broke Wall Street’s AI Mania Fever
- Mar 29, 2025 The WSJ Was Right to Fire Its Tech Newsroom
- Mar 15, 2025 A Voice Head Fake
- Mar 1, 2025 Apple News Is Winning
- Feb 16, 2025 Nike Needs Its Next Michael Jordan
- Feb 1, 2025 Getting Consumers to Pay in Tech Is Underrated
- Jan 18, 2025 Meta Excels at Copying, but at What Cost?
- Jan 11, 2025 Big Tech Got Its Pivot in 2024
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2024
- Dec 23, 2024 Bitcoin Is a Middle Finger to the Establishment
- Dec 7, 2024 Elon Musk’s Influence Was Misjudged
- Nov 23, 2024 Why Apple Is Tripling Down on the Mac
- Nov 9, 2024 Big Tech Should Embrace Trump’s Pro-America Platform
- Oct 29, 2024 Video Podcasts Are Having a Moment
- Oct 20, 2024 Something Has Changed With the Tesla Community
- Oct 15, 2024 Passive Investing’s Impact on Big Tech Is Being Underestimated
- Oct 2, 2024 Apple vs. Meta Is the New iOS vs. Android
- Sep 21, 2024 Amazon’s CEO Is Getting Skewered
- Sep 17, 2024 Consensus Is Still Underestimating Wearables
- Sep 7, 2024 Founder Mode Is Actually Design Mode
- Aug 31, 2024 Our Memories Are Under Attack
- Aug 25, 2024 How Google Lost Its Antitrust Case to the U.S.
- Aug 11, 2024 Something Is Wrong With Amazon
- Aug 1, 2024 Big Tech Should Be Spending Big on AI
- Jul 24, 2024 Magic Leap’s Last Leap
- Jul 9, 2024 Nike’s Complacency
- Jun 29, 2024 Big Tech Is Winning Over Wall Street
- Jun 20, 2024 The NBA’s Spectacular Win
- Jun 9, 2024 The Windows Brigade’s Last Stand
- May 31, 2024 The Paid Video Renaissance Is Maturing
- May 20, 2024 AI Event Optics Tell a Story
- May 13, 2024 AI Fears
- May 6, 2024 Peloton’s Fix-It CEO Quits
- Apr 29, 2024 The Battle for Our Meals
- Apr 22, 2024 Holes Begin to Appear in AI Hype
- Apr 8, 2024 Spotify Is Being Pulled in Different Directions
- Mar 30, 2024 Sonos Moving Into Headphones Is Intriguing
- Mar 23, 2024 The U.S. Government’s Weak Hand Against Big Tech Antitrust
- Mar 16, 2024 The TikTok Bill’s Uncomfortable Truth
- Mar 9, 2024 The Big Tech Rotation of 2024
- Mar 2, 2024 AI Mania Is in Full Swing
- Feb 17, 2024 The Joe Rogan Experiment
- Feb 10, 2024 Disney’s Problem
- Feb 2, 2024 Meta’s VR Predicament
- Jan 26, 2024 Why the Media Is in So Much Trouble
- Jan 19, 2024 It’s Time for Google to Make the Hardware Call
- Jan 12, 2024 The Rabbit r1 Unveiling
- Jan 5, 2024 Tech Questions for 2024
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2023
- Dec 22, 2023 2023 Was a Year of Characters
- Dec 15, 2023 The Good and Bad of X
- Dec 8, 2023 Spotify’s Ongoing Search for Profitability
- Dec 1, 2023 Sam Altman Mania
- Nov 17, 2023 The Next TikTokification Phase Is Here
- Nov 10, 2023 Humane’s Unimaginative Pin
- Nov 3, 2023 Airbnb’s Promise
- Oct 27, 2023 Autonomy Is the Missing EV Piece
- Oct 19, 2023 Why Tech Feels Tired
- Oct 13, 2023 Big Tech’s Hardware Paralysis
- Oct 6, 2023 Google Pixel’s Photo Editing Features Point to a Scary Future
- Sep 29, 2023 The FTC’s Uphill Battle Against Amazon
- Sep 22, 2023 Detroit’s Conundrum
- Sep 14, 2023 Signs of More EV Trouble Appear
- Sep 7, 2023 Disney Needs a New Imaginer
- Aug 31, 2023 Instacart’s Sales Pitch
- Aug 24, 2023 Higher Video Streaming Pricing Is a Good Thing
- Aug 10, 2023 ESPN Realism
- Aug 3, 2023 The Uncomfortable Truth With Big Tech’s Expense Bloat
- Jul 27, 2023 Musk’s X Rebranding Is On Brand
- Jul 20, 2023 Hollywood Nostalgia
- Jul 6, 2023 The Text Social Wars Will Be Overrated
- Jun 29, 2023 The Reddit / Apollo Fiasco
- Jun 22, 2023 TikTok vs. Pixar
- Jun 15, 2023 Smartphones Are Black Holes
- Jun 8, 2023 The Spatial Battle for Our Home
- Jun 1, 2023 NVIDIA Is a Chameleon
- May 25, 2023 Disney vs. Florida
- May 18, 2023 Goodbye Vice Media
- May 11, 2023 Musk’s “Unregretted User Minutes” Makes Sense
- May 3, 2023 MLB’s Pitch Clock Is a Warning Sign
- Apr 26, 2023 Tucker, Don, and Nate
- Apr 19, 2023 A Fintech Bulldozer
- Apr 5, 2023 GM’s Predictable, Yet Bad, Move
- Mar 29, 2023 The Art of the Turnaround
- Mar 22, 2023 A Gadget Recession
- Mar 15, 2023 Silicon Valley Bank Isn’t the Canary in the Tech Coal Mine
- Mar 8, 2023 Rivian Is Early
- Mar 1, 2023 The Future of Search
- Feb 15, 2023 Movie Theater Shenanigans Continue
- Feb 8, 2023 Mark Zuckerberg’s Bet
- Feb 1, 2023 The EV Price War Has Arrived
- Jan 24, 2023 Don’t Overthink Big Tech Layoffs
- Jan 17, 2023 Throwing Cold Water on ChatGPT
- Jan 10, 2023 CES Lost Its Meaning
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2022
- Dec 20, 2022 Elon Musk Isn’t Twitter’s Problem
- Dec 13, 2022 Bob Iger’s Mandate at Disney
- Dec 6, 2022 FTX and Crypto’s Buzz Drain
- Nov 22, 2022 Valuing Meta
- Nov 15, 2022 The Year of Paid Video Streaming Price Hikes
- Nov 8, 2022 Elon’s Twitter
- Nov 1, 2022 Wall Street Was Caught Sleeping on Digital Advertising
- Oct 25, 2022 Snap Is a Feature, Not a Company
- Oct 18, 2022 Google’s Hardware Bet Isn’t Working
- Oct 4, 2022 Google’s Strategy for Coexisting With TikTok
- Sep 27, 2022 Selling the Disney Experience
- Sep 20, 2022 Peloton’s Ride Is Ending
- Sep 13, 2022 A Live Sports Saga
- Sep 6, 2022 Waiting for Mixed Reality
- Aug 30, 2022 Roku’s Bad Bet
- Aug 16, 2022 Scooter Mania Fizzles
- Aug 9, 2022 Amazon’s iRobot Deal Isn’t About Vacuums
- Aug 2, 2022 Movie Theater Cracks Grow
- Jul 26, 2022 Snap Is the Canary in the Ad Coal Mine
- Jul 19, 2022 A Luxury Safe Haven
- Jul 12, 2022 The Musk Ride Continues for Twitter
- Jun 27, 2022 A VR Head Fake
- Jun 21, 2022 Social Media’s Days Are Numbered
- Jun 13, 2022 Inflation’s Impact on Tech Is Complicated
- Jun 7, 2022 An Advertising Pivot Is Beginning
- May 23, 2022 Ridesharing’s Ongoing Search for Sustainability
- May 16, 2022 Funding the Next Big Thing in Tech
- May 9, 2022 The Pandemic Tide Is Receding in Tech
- May 2, 2022 Competition Is Intensifying in Tech
- Apr 25, 2022 Elon Musk Buys Twitter
- Apr 11, 2022 Twitter’s Awful Week
- Apr 4, 2022 Elon Musk vs. the Twitter Algorithm
- Mar 28, 2022 The Absurdity Known as the Digital Markets Act
- Mar 21, 2022 The Electric Car’s Moment Is Delayed (Again)
- Mar 14, 2022 Tech’s Growing Ability to Wage Economic Warfare
- Mar 7, 2022 Why Amazon 4-Star Stores Failed
- Feb 28, 2022 Live Tweeting a War
- Feb 14, 2022 Live Sports Is in a Weird Place Right Now
- Feb 7, 2022 TikTok Is Blowing up the Status Quo
- Jan 31, 2022 Tribalism in Content Distribution Will Intensify
- Jan 24, 2022 Microsoft’s Growing Bet on Gaming
- Jan 17, 2022 The Spotify and Roku Squeeze
- Jan 10, 2022 ESPN’s Staying Power
- Jan 3, 2022 Tech’s Day of Reckoning Is Being Oversold
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2021
- Dec 20, 2021 NFTs and Crypto Are a Backlash to Social Media Wrongs
- Dec 13, 2021 House Cameras as Trojan Horses
- Dec 6, 2021 The YouTube Algorithm’s Slippery Slope
- Nov 22, 2021 Measuring Tech’s Diffusion in Society
- Nov 15, 2021 A Digital Content Overload
- Nov 8, 2021 The Chip Shortage Was the Canary in the Coal Mine
- Nov 1, 2021 Facebook’s Meta Rebranding: Logical Decision, Bad Timing
- Oct 25, 2021 Inside the Mind of a Pinterest Suitor
- Oct 11, 2021 Chronological Feeds Won’t “Fix” Social Media
- Oct 4, 2021 Ozy’s Big Lie
- Sep 27, 2021 The Pivot to Screens and Cameras
- Sep 20, 2021 The Facebook Files Won’t Change Much
- Sep 13, 2021 Problems With Work From Home Are Beginning to Emerge
- Aug 30, 2021 Peloton’s Race to Build a Health Platform
- Aug 23, 2021 Amazon’s Secret Weapon
- Aug 16, 2021 The Lines Between Public and Private Infrastructure Investment Will Blur
- Aug 9, 2021 Pushing Electric Cars
- Aug 2, 2021 The Live Events Industry Needs Mixed Reality
- Jul 26, 2021 Tech’s Complicated Race to Space
- Jul 19, 2021 We Have a Growing Social Media Problem on Our Hands
- Jul 12, 2021 The Decentralization of Silicon Valley
- Jun 28, 2021 The Problem with Regulating Software in the 2020s
- Jun 21, 2021 Streaming Video’s Ongoing Revolution
- Jun 14, 2021 The Smart Home Remains the Wild West
- Jun 7, 2021 Snap’s Quest to Control Cameras in an AR World
- May 24, 2021 A Work from Home Head Fake
- May 17, 2021 The Future of Digital Tracking
- May 10, 2021 Elon Musk and a New Era of Tech Celebrity
- May 3, 2021 The Pandemic Isn’t Fueling Tech
- Apr 26, 2021 The Real Estate Boom Is Leaving Tech Behind
- Apr 19, 2021 New Age Financial Bubbles Are Forming
- Apr 12, 2021 The Advertising Triopoly
- Apr 5, 2021 The Rise of Digital Town Squares
- Mar 29, 2021 NFTs, Tulips, and Misplaced Artist Hope
- Mar 22, 2021 Clubhouse and Niche Audio
- Mar 15, 2021 Carving Up Retail
- Mar 8, 2021 Robinhood’s Misdirection
- Mar 1, 2021 Music’s Trouble
- Mar 1, 2021 Online Product Reviews Are Broken
- Mar 1, 2021 Movie Theater Nostalgia
- Mar 1, 2021 Introducing Inside Orchard