Recent articles
June 24, 2026
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 share your remembrances of Om in th...
om.co
June 8, 2026
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 months have been heavy on output. Essays, the newslette...
om.co
June 7, 2026
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 to tell the truth ...
om.co
June 5, 2026
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 until December — with one exception: ...
om.co
June 2, 2026
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. But it is not the right ana...
om.co
June 1, 2026
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. One story stopped me recently....
om.co
May 31, 2026
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 simple and ...
om.co
May 30, 2026
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 trillion. My first reaction was that we are so d...
om.co
May 27, 2026
The Copy and the Guru
“CEOs are uniquely prone to AI psychosis because they’re sufficiently distant from the last mile of work that still has to happen to generate most value with AI.” Aaron Levie, CEO, Box About two mo...
om.co
May 25, 2026
We Are Living in Pinocchio’s World
I have always wanted to own a Montblanc Writers Edition dedicated to Carlo Collodi, the Italian author whose real name was Carlo Lorenzini. He took his pen name from the Tuscan village where his mo...
om.co
May 24, 2026
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 not in it. Anyway, this week I have some g...
om.co
May 21, 2026
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 prospectus is a perfect blend of r...
om.co
May 20, 2026
Snowcaps
I love my snowcaps, in landscape photos and pens. I have been using Montblanc pens for a long time, about three decades now. Slowly the numbers have piled up. The newest pens have a sharper, more s...
om.co