All Content
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Disney and OpenAI, Totems in an AI World, Google Versus the World
Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google.
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An Interview with Ryan Jones About Flighty and Building Apps in 2025
An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved over the last 15 years.
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Trump Allows H200 Sales to China, The Sliding Scale, A Good Decision
The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the decision, which is a return to longstanding U.S. policy.
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
An interview with Atlassian founder and CEO Mike Cannon-Brookes about building Atlassian and why he is optimistic about AI.
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AWS re:Invent, Agents for AWS, Nova Forge
AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one.
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OpenAI Code Red, AWS and Google Cloud Networking
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company’s bear case. Then, AWS makes it easier to run AI workloads on other clouds.
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Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.