"Failed Blogger." Founder, GigaOM-Partner Emeritus TrueVentures-Writer. ✉️ Newsletter: https://xitter.cf/t.co/1QnOQ6s9On 🔗 Blog: om 📸 Photos: https://xitter.cf/t.co/5Liw8bDtTp
Joined July 2006
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OM retweeted
“Welcome to 2026, or 1926. Either way, most will find out that even humans hallucinate. And worse than the machines they bet on”
@om is such a wonderful writer.
Clueless nature of @business their utter lack of history of @awscloud and how it came about and how it scaled is shameless, given they have @BradStone who damn wrote a book of it.
Kudos @edzitron you say scary things. I tru and say the same things my way, because I am well, OG and have learned to be cautious vs caustic at times. But I can stop reading you. 👍🏽👍🏽
It’s not about the inevitability about the internet, or commerce or ai. The madness is about the math that does not make sense. Ai is inevitable. So is math madness.
***
Here are my recent pieces about AI
om.co/2026/05/29/anthropic-a…
om.co/2026/05/21/the-rocket-…
om.co/2026/05/01/what-micros…
om.co/2026/04/30/what-i-lear…
om.co/2026/04/30/with-ai-hea…
OM retweeted
the table.
an update on opal electronics.
op.al/table
OM retweeted
Thought provoking from @om as usual.
Your digital twin "is a monument to a self that stopped growing."
om.co/2026/05/26/the-copy-an…
OM retweeted
Re Polsia:
years ago, i shared office space with some incredible game designers at Area/Code - one of whom (@flantz) went on to design the simple clicker game Paperclips
the idea of the game came from Nick Bostrom’s book Superintelligence: “The paperclip maximizer is a thought experiment described by Swedish philosopher Nick Bostrom in 2003. It illustrates the existential risk that an artificial general intelligence may pose to human beings were it to be successfully designed to pursue even seemingly harmless goals and the necessity of incorporating machine ethics into artificial intelligence design. The scenario describes an advanced artificial intelligence tasked with manufacturing paperclips. If such a machine were not programmed to value living beings, then given enough power over its environment, it would try to turn all matter in the universe, including living beings, into paperclips or machines that manufacture further paperclips.”
here’s Frank’s game: decisionproblem.com/papercli…
OM retweeted
Generally, I love Starlink. It’s fast, reliable, and my husband and I run our law firm from home with it. HOWEVER- it’s monopolized internet in rural areas.
Today, we received notice our internet bill is going up another $500/year. Don’t like it? Too bad. You have no other options. Nebraska gave up $300 million in federal rural internet funding for fiber because “Starlink fixed it.”
This was a mistake that will cost Nebraskans dearly in the long run.
OM retweeted
Speculation And Parlays Replaces Booze as Entertainment...and AI Is Here To Expand Our Entertainment Time
Also AI is the new Netflix
ht @om
howardlindzon.com/p/speculat…
OM retweeted
Few people in Silicon Valley have shaped as many lives as Anne Dwane. She co-founded Military.com, later became CEO of Zinch, helped lead Chegg through its IPO as Chief Business Officer, and went on to co-found @villageglobal, backing a new generation of entrepreneurs with unusual depth and humanity.
What stands out most about Anne is not the resume. It is the combination of intelligence, warmth, and fierce curiosity she brings into every room. She has spent decades helping people grow into larger versions of themselves.
Part of my New Heroes project documenting the people shaping our future.
More: explorers.com/anne-dwane
OM retweeted
The Indian Premier League transformed cricket’s flagging economics and entrenched India’s global political dominance of the game.
But the IPL's commercial pitch is set to become tougher with limited to no competition for the next media rights cycle.
ft.com/content/eefd9475-b48c…
OM retweeted
...Scott Galloway lives in London and Kara Swisher lives in DC!
The 50 Most Powerful People in New York Media hollywoodreporter.com/lists/…
OM retweeted
This is so funny. The reason to cut Microsoft over Ai is because 70%+ of its ai revenues comes from OpenAI, a company that cannot afford to exist without endless subsidies. The market psychosis continues
FT Exclusive: Sir Christopher Hohn’s hedge fund TCI has slashed its stake in Microsoft from 10% to just 1%, telling investors that AI poses a threat to the company's dominant software products. ft.trib.al/cR9naqS
OM retweeted
A lot of people don't seem to understand how the bad the circular financing situation is, so I've written it out in the style of a caveman so that I can meet AI boosters where they're at. Me am explain circular finance simple for them.
wheresyoured.at/am-i-meant-t…
ALT Let me spell it out in a way that boosters can understand, in the style of Gillam Fitness: Anthropic not have money to pay big cloud bills, because Anthropic company cost lots of money, more money than Anthropic make! So Anthropic only PAY cloud bills if OTHERS give it money! Amazon GIVE MONEY to Anthropic to GIVE BACK TO AMAZON, which mean no profit! And Amazon not give Anthropic enough money to pay it, so Anthropic have to ask OTHERS for money! That BAD! It mean BUSINESS not STABLE, and CLIENT not STABLE. This bad when client MOST OF AI MONEY! This ALSO mean that Anthropic RELIANT on OTHERS to pay AMAZON, which make AMAZON dependent on VENTURE CAPITAL for FUTURE REVENUE! Amazon SAY it have BIG BUSINESS, but BIG BUSINESS dependent on ANTHROPIC, which mean BIG BUSINESS dependent on VENTURE CAPITAL! This SAME for GOOGLE! Both say they have BIG CLIENT, but BIG CLIENT MONEY not supported by REVENUE, so BIG CLIENT actually mean “HOW MUCH VENTURE CAPITAL MONEY ANTHROPIC HAVE.” This ba
OM retweeted
Super excited to finally talk about all of the incredible businesses we support with @districtdotnet!
We are also announcing our $14.7m seed round from @a16z, @KindredVentures, @GreylockVC, @CompoundVC, @JarenGlover, @gokulr, @jacobandreou, and so many more.
Onwards!
Today, we’re introducing District to the world!
District is an AI commerce platform that lets anyone build and manage a world-class commerce business. Create online stores, marketplaces, live selling platforms, and more, designed for how you sell today.
More than a thousand businesses are already powered by District with top performers already generating millions in sales.
We’ve raised $14.7M in funding to date led by @a16z and @KindredVentures , with participation from @GreylockVC , @JarenGlover , @gokulr , @soleio , @dottkhan , @jacobandreou , @petersellis , @jsiegz , @svangel , @20vcFund , Maria Raga, Deborah Liu, and others.
OM retweeted
AI, Hyperscalers, Telcos, Railroads and back to the future!
MUST READ by my friend @om. This is what great research and decades of perspective on networking infrastructure looks like.
om.co/2026/05/04/say-hello-t…
OM retweeted
Say Hello to the Internet of AI
by @om malik
as an old telco guy this blows my mind. Om connects the dots on all the news points we see daily and it is astounding
om.co/2026/05/04/say-hello-t…
OM retweeted
“The rails of the AI era are hyperscaler-owned fiber, optical interconnect, and subsea cable” <- If you care about the internet and care about AI this is a fantastic read from @Om om.co/2026/05/04/say-hello-t…
OM retweeted
What a dumb take.
How much did Zuck
Or Bezos
Or 99% of founders who a billionaires
invest in their companies ?
0
It’s called equity!
He has been working at OpenAi for 11 years
Sweat equity!
Also Elon was offered shares when they converted to for profit and he refused!!!!!
OM retweeted
If you care about AI, you need to read this Om Malik piece.
It’s the first writeup I’ve seen that explains the physical reality behind the AI boom.
We keep arguing about models, agents, and apps, like the whole story is software.
@om shows the story underneath the story. AI is forcing a new internet into existence. Private, machine-native, optimized for GPUs talking to GPUs and clusters talking to clusters.
That framing instantly makes a bunch of “why is this happening?” questions click.
Why hyperscalers are spending like it’s a land grab.
Why fiber is suddenly strategic.
Why the hottest battleground is inside data centers and between them.
The best part is he doesn’t hand-wave. He gives you a map. He walks from east-west traffic inside AI data centers (the inversion most people miss), up through the metro and long-haul buildout, to what he calls an “Internet of AI.”
When you finish it, you’ll start seeing that AI is rebuilding the internet.
Read it. om.co/2026/05/04/say-hello-t…
OM retweeted
Outstanding analysis.
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?
My assumption was that AI would accelerate this — personal AI agents querying the cloud all day, your house talking constantly to a model (or models). A lot of this is still wishful thinking.
My attempt to find an answer led me down a whole new path of inquiry, with surprising results. The real action is happening far away from the madding consumer crowds. None of this was surprising, considering I have covered the evolution of the internet and its innards since the early 1990s.
Internet 1.0, Internet 2.0, the cloud, mobile, data and machine learning, and now AI are all part of a continuum that has challenged and scaled the network, helped evolve new technologies, and introduced new ways of thinking about ever-expanding oceans of data.
AI is only supersizing everything, including the sheer scale of capital it needs to build competitive advantage. It is also bringing down the curtain on some of the old ways of thinking about the cloud, data centers, and networks. If my old publication were still around, we would be writing about all of this and more.
Over the past few weeks, with help from old friends in the networking and infrastructure world, I have managed to put together an almost 5,000-word overview of the changes to the network. I look at the physical pipes, the shifting demand profile, and who really owns this new internet.
It is by no means complete — nor is it meant to be. Instead, it is an anchoring essay for you to think beyond the dollars and the hype machine of AI, and see that this is just tech doing tech things at a scale we have never seen before.
Continue reading my essay, "Say Hello to the Internet of AI."
om.co/2026/05/04/say-hello-t…
