Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
2022
An Interview with Ramp Founder Eric Glyman
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.
Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
What About Bluesky?, Moderation and Control, What’s Next for Twitter
Why my proposal for Twitter is different than Bluesky, more on moderation, and exploring what is next for Twitter
Back to the Future of Twitter
Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy
Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.
DALL-E, the Metaverse, and Zero Marginal Content
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
Musk Declines Twitter Board Seat, Twitter’s Poison Pill, The New York Times’ Twitter Reset
The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.
An Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine
Dan Wang is a China-based analyst for Gavekal Dragonomics, a global macro research firm based in Hong Kong and Beijing; we discuss Shanghai’s COVID lockdowns, manufacturing and trade, and China’s Response to Ukraine