Inside Orchard Essays
The cornerstone of an Inside Orchard membership is access to Neil’s weekly essays on the latest developments in the technology industry. Essays are 900 words and sent via email on Thursdays. Essays revolve around the following topics: industry analysis, company / business model analysis, technology’s impact on societal and consumer trends. Sample essays can be viewed here, here and here.
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How Google Lost Its Antitrust Case to the U.S.
Google had a thin line to walk in going up against the U.S. government.

Something Is Wrong With Amazon
While Amazon's quarterly earnings may appear fine, a few things about the company have turned unsettling to me.

Big Tech Should Be Spending Big on AI
It is OK that Big Tech is pouring huge amounts of cash into AI-focused capex.



Big Tech Is Winning Over Wall Street
While Wall Street remains fully engrossed by NVIDIA, there is a story to be told that is flying under the radar.

The NBA’s Spectacular Win
The NBA’s media rights auction is shaping up to be a resounding win for the league.

The Windows Brigade’s Last Stand
We are seeing the Window brigade’s last stand in trying to go up against the Mac.

The Paid Video Renaissance Is Maturing
We are entering the next stage in which efficiency will be the word.










