More on why Facebook is well placed for the Metaverse opportunity, and an interview with Matthew Ball about the Metaverse.
2021
Square Buys Afterpay, Network Effects, Apple and the Cost of Time
Afterpay is a leading market in “Buy Now Pay Later”; Square’s purchase makes a lot of sense, and the price is worth the time it would take to build a competitor.
Metaverses
The Metaverse of Snow Crash is not a good analogy for the future, as the Internet breaks down into Stephenson’s dystopia
Olympic Ratings, Google Earnings, YouTube and Brand Advertising
Google’s results were even better than the rest of the industry, thanks to YouTube.
Facebook Earnings, The ATT Transition, Facebook’s Outlook
Facebook’s reckoning with ATT finally arrived, and the results are inconclusive. It still seems like a company worth betting on.
Apple Earnings, Microsoft and LinkedIn
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
Snap Earnings, Twitter Earnings, Additional Notes
Snap and Twitter’s earnings point to just how huge the digital advertising market is.
Netflix Earnings; Netflix and Gaming; Models, Not Mediums
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
The NSO Group, BlastDoor and Software Bugs, Apple’s Response
The NSO Group’s exploits — and Apple’s vulnerabilities — are interesting in what they say about the nature of software
TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries