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Tech & Innovation·July 30, 2026·1 min read

GDP shows the economy grew 1.5% in the second quarter — but it’s even better than it looks

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AI is now showing up in macro numbers—consumer spend plus AI-driven business investment are propping up 1.5% GDP growth. For operators, that means AI capex is less discretionary than it looks: boards will benchmark your spend against peers as part of “growth story,” not just IT budget.

Tech & Innovation

'8K Blu-ray would be a technical feat in search of a problem to solve’. I talked to the Blu-ray Disc Association, player manufacturers and TV makers about what comes after 4K Blu-ray, and the future of physical media

Physical media is settling into a niche for collectors and high-fidelity holdouts rather than a mainstream format race to 8K. If you distribute premium content, the strategic question is how much to invest in durable, ownable formats versus assuming streaming platforms will remain your primary gatekeepers.