Om Malik

Om Malik

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"Failed Blogger." Founder, GigaOM-Partner Emeritus TrueVentures-Writer. ✉️ Newsletter: https://t.co/1QnOQ6s9On 🔗 Blog: om 📸 Photos: https://t.co/5Liw8bDtTp

AI's Real Impact: Scaling Core Networks, Not Consumer Speed
SocialMay 4, 2026

AI's Real Impact: Scaling Core Networks, Not Consumer Speed

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...

By Om Malik
10‑Q Filings Reveal Earnings Details Beyond Hype
SocialMay 1, 2026

10‑Q Filings Reveal Earnings Details Beyond Hype

It’s been a week of hyperscaler earnings. Microsoft, Meta, Amazon, and Google all reported. Not surprisingly, the big capex spending got the headlines. But as I was taught as a young reporter, a press release is just that, a press release....

By Om Malik
First OpenAI Spoof Spam Lands, They're Officially Big
SocialApr 27, 2026

First OpenAI Spoof Spam Lands, They're Officially Big

Got my first @OpenAI related spoof spam attempt. They are now technically big time :)

By Om Malik
Apple’s Leadership Shuffle Hints Craig F’s Uncertain Future
SocialApr 22, 2026

Apple’s Leadership Shuffle Hints Craig F’s Uncertain Future

The only question is will Craig F stay, now that he lost the ceo sweepstakes,

By Om Malik
Mainstream Media Ignores Indies, Stealing Credit and Links
SocialApr 18, 2026

Mainstream Media Ignores Indies, Stealing Credit and Links

This is very common in tech. @nytimes never links or credits to independents. As a blogger I was on the receiving end of this. By no links, or no credit. That practice still continues. Even the other day @TheAtlantic daily...

By Om Malik
Unmasking Anonymity Offers No Real Benefit
SocialApr 9, 2026

Unmasking Anonymity Offers No Real Benefit

This started as a simple question. Why do we feel the need to unmask people who have chosen anonymity? The more I thought about it, the more uneasy I became with the answers I was coming up with. As someone who spent years...

By Om Malik
OpenAI Dominates News; Newsletter Reveals Upcoming Model Plans
SocialApr 5, 2026

OpenAI Dominates News; Newsletter Reveals Upcoming Model Plans

It seems all OpenAI all the time. This is nothing new, in the "news business," as I note in the latest edition of my weekly "What to read this weekend" newsletter. Seven great reads. And not surprisingly, as part of...

By Om Malik
OpenAI's TBPN Acquisition Rooted in 1902 Anti‑capitalist Precedent
SocialApr 3, 2026

OpenAI's TBPN Acquisition Rooted in 1902 Anti‑capitalist Precedent

If you are wondering why @openai bought @tbpn, then you have to go back to 1902 to get an answer, from an unlikely and the least capitalistic of sources. My short and sweet column from last evening (tip @techmeme). https://t.co/OUAfFSYMS6

By Om Malik
Banks Play IPO Auditions as OpenAI Valuation Soars
SocialApr 1, 2026

Banks Play IPO Auditions as OpenAI Valuation Soars

"Don Corleone, I am honored and grateful that you have invited me to your daughter's wedding. And I pledge my ever-ending loyalty." — Luca Brasi The big story beneath the story of OpenAI's $122 billion at an $852 billion valuation is...

By Om Malik
Google Quietly Hands Fiber to Subpar PE Provider
SocialMar 27, 2026

Google Quietly Hands Fiber to Subpar PE Provider

Google has flipped its “fiber” business to a really shitty PE-owned broadband provider. And they did it quietly. This is the worst outcome for Google Fiber customers. Tip @techmeme https://t.co/ieoQ0sDH4H

By Om Malik
Broadband Shifts Reveal Emerging Online Behaviors
SocialMar 25, 2026

Broadband Shifts Reveal Emerging Online Behaviors

Broadband and its dynamics aren’t exactly everyone’s cup of tea. But they are a “tell” on how we live on the network, and how new behaviors emerge. Here is my latest article on how recent changes will manifest themselves. I...

By Om Malik
Nvidia GTC Signals AI's Phase Two and Inference Surge
SocialMar 22, 2026

Nvidia GTC Signals AI's Phase Two and Inference Surge

The latest edition of our newsletter is out. This week we take a look at Nvidia's GTC conference, and why it shows that "AI" is going into "phase two" and we are at the inference inflection point. https://t.co/Lx5Gkj5AAi

By Om Malik
Jensen's Warning on OpenAI's Business Focus Proved Right
SocialMar 17, 2026

Jensen's Warning on OpenAI's Business Focus Proved Right

So turns out that Jensen raising doubts about OpenAI and its lack of business focus was true. Very true. Nothing speaking harder than the check that doesn't clear. https://t.co/dw9nQrlNHA

By Om Malik
MacBook Neo Sparks Philosophical Reflection on Machine Essence
SocialMar 10, 2026

MacBook Neo Sparks Philosophical Reflection on Machine Essence

The launch of MacBook Neo has me feeling a little philosophical. About Heidegger. About missing Steve Jobs. About Aristotle and the sheer joy of colors. In the end, this is my essay about the essence of a machine. https://t.co/TvfgoadeRf

By Om Malik
Om Malik | Pulse