April 2020

Facebook Earnings, Auction Dynamics, Full Steam Ahead

Thursday, April 30, 2020

Facebook earnings demonstrated the power of its auction-based direct-response model; what makes it different from Google is Zuckerberg’s drive.

Shopify Shop, Shopify’s Reason to Exist, Google’s Earnings

Wednesday, April 29, 2020

Shopify launched the Shop.app, which is not only a poor experience but also makes no sense strategically. Then, Google’s earnings show how big tech is going to get even stronger.

The Anti-Amazon Alliance

Tuesday, April 28, 2020

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

More on Apple and Google, Germany Versus Apple, Facebook’s Surveys

Monday, April 27, 2020

More evidence that Apple and Google are dictating terms to governments; then, it is possible that Facebook’s approach to discovering outbreaks has the most promise.

Capability and Policy Revisited; Isolation and Surveillance; Netflix’s Earnings

Thursday, April 23, 2020

Once tech companies have the capability to do what government’s tell them to, they are increasingly willing to comply; that is not a good sign for increased surveillance. Then, Netflix is cautious about its huge earnings.

Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal

Wednesday, April 22, 2020

Jio showed how the best way to serve the poor is to create a market for them, not simply give them charity like Facebook tried to do with Free Basics. That is why it makes sense for them to work together.

How Tech Can Build

Tuesday, April 21, 2020

Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?

The iPhone SE, Accounting for the iPhone SE, New iPhones

Monday, April 20, 2020

The new iPhone SE inspires a revisit to Apple’s low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.

The NBA and Microsoft

Thursday, April 16, 2020

The NBA and Microsoft are announcing a new partnership. The news, some brief analysis, and an interview.

The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella

Thursday, April 16, 2020

Listen to Podcast

Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

Shopify Shop, Shopify’s Reason to Exist, Google’s Earnings

The Anti-Amazon Alliance

How Tech Can Build

The iPhone SE, Accounting for the iPhone SE, New iPhones

The NBA and Microsoft

The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

Mythos, Altman, New York Times

(Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization

An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise

Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment

Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

Mythos, Altman, New York Times

(Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing