February 2023

Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Tuesday, February 7, 2023

The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.

The Four Horsemen of the Tech Recession

Monday, February 6, 2023

Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency

An Interview with Eric Seufert About Meta’s Earnings and the Google-DOJ Case

Thursday, February 2, 2023

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An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.

Intel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD’s Earnings

Wednesday, February 1, 2023

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Revisiting my Intel dividend take, and admitting I had it wrong. Then, AMD’s rapid capture of marketshare in the data center is a big problem for Intel.

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

Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Intel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD’s Earnings

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