2024
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Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist
Apple has unveiled its response to the E.U. Given the company’s insistence on monetizing its intellectual property, the response primarily serves to explain why the current App Store model isn’t the worst thing in the world.
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An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
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TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
TSMC’s earnings highlight the company’s shift in business model, and how it is responding to potential Chinese capacity. Then, of course the WWE deal is about ads.
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Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.
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The Apple Vision Pro’s Missing Apps
The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?
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An Interview with Om Malik About Tech’s History and Future
An interview with Om Malik about his career in technology, the dot-com and telecom bubbles, and why he is so excited about the future.
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The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response
The Supreme Court declined to hear the Apple Epic case, which means the injunction against Apple’s ban on steering links in apps goes into effect. Apple’s response, though, shows that nothing will change (and no one should be surprised).
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OpenAI Launches GPT Store, The Everything Engine and Advertising, Artifact Shuts Down
OpenAI opens up the GPT store, which is a clear Aggregator play. That raises the prospect of future advertising opportunities. Then,. Artifact shuts down: is the open web just too crappy?
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An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.
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AI at CES, The Rabbit R1
CES is all about AI, which now describes everything. Then, the Rabbit R1 points to a future of hardware designed to lower the invocation cost of AI.