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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Apple vs. Meta Is the New iOS vs. Android
Zuckerberg has spent the past few years trying to start a new kind of tech holy war with Apple. At least based on what’s unfolding on social media, Zuckerberg’s wish is coming true.

Amazon’s CEO Is Getting Skewered
Amazon is in a tough situation as the company is suffering from legitimate issues, and what appear to be genuine attempts to address those issues are now generating backlash.

Consensus Is Still Underestimating Wearables
While Big Tech finally understands wearables are a thing and they need to have an answer for it, there isn’t widespread realization of just how big the revolution is trending.

Founder Mode Is Actually Design Mode
Paul Graham’s essay only scratched the surface regarding why certain companies succeed while others don’t.

Our Memories Are Under Attack
Thanks to mobile cameras, we have never had better tools at our disposal for capturing memories as they occur. Generative AI is now threatening those memories.

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.





