January 2023

Twitter Kills Third-Party Clients, Twitter’s Tortured History With 3rd-Party Apps, The Twitter Files Business Model

Monday, January 16, 2023

Twitter’s decision to kick-off third party clients is classic Musk; it also gives a signal as to Twitter’s business model focus going forward.

Meta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition

Wednesday, January 11, 2023

Listen to Podcast

The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.

More on Google and AI; OpenAI, Integration, and Microsoft

Tuesday, January 10, 2023

Listen to Podcast

Follow up on AI’s impact on Google, and the weird relationship between OpenAI and Microsoft

AI and the Big Five

Monday, January 9, 2023

Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.

Wemby, Harper and an Instant Classic from the Spurs in Game 1 vs. OKC

More on Google and AI; OpenAI, Integration, and Microsoft

AI and the Big Five

Wemby, Harper and an Instant Classic from the Spurs in Game 1 vs. OKC

Data Center Unpopularity

Multiple Cavs Play Well in the Same Game, Thunder-Spurs Is Real and It’s Spectacular, What’s Next for the Wolves and Pistons

Personal Day

An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference

Wemby, Harper and an Instant Classic from the Spurs in Game 1 vs. OKC

Data Center Unpopularity

Multiple Cavs Play Well in the Same Game, Thunder-Spurs Is Real and It’s Spectacular, What’s Next for the Wolves and Pistons

An Interview with Joanna Stern About Living With AI

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment