2022

Elon Musk Buys Twitter, Musk’s Financing, The Status Quo and Future Variance

Tuesday, April 26, 2022

Twitter accepted Elon Musk’s offer; the nature of his financing suggests what might come next. After that, though, is more uncertain than ever.

Beyond Aggregation: Amazon as a Service

Monday, April 25, 2022

Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.

An Interview with Ramp Founder Eric Glyman

Thursday, April 21, 2022

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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

Wednesday, April 20, 2022

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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

Tuesday, April 19, 2022

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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

Monday, April 18, 2022

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

Thursday, April 14, 2022

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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

Wednesday, April 13, 2022

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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

Tuesday, April 12, 2022

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

Monday, April 11, 2022

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The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Beyond Aggregation: Amazon as a Service

An Interview with Ramp Founder Eric Glyman

Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising

Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok

Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

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

An Interview with Arm CEO Rene Haas About Selling Chips