All Content
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Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game
Netflix will no longer report subscriber numbers; it seems they are settling into a waiting game as they build up their tech and wait for their competitors to throw in the towel.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
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More on Humane, Limitless, The iPhone Integration Barrier
More on Humane’s attempt to replace the iPhone, and how Limitless is taking a drastically different approach. Both, though, face the iPhone integration barrier.
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MKBHDs For Everything
Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.
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An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
An interview with Google Cloud CEO Thomas Kurian about Google’s AI strategy, and why this is an opportunity for the company to leap ahead in the cloud.
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Gemini 1.5 and Google’s Nature
Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
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Personal Day
Personal Day announcement