The iPhone could be delayed, but not necessarily because of China. Then, an interview with Tim Culpan about SARS, Taiwan’s response then and now, and Apple’s Supply Chain
Ben Thompson
Changing Priors, Action Plans for Big Tech, The Airbnb Disaster
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
Compaq and Coronavirus
Compaq’s descent from a company of action to a brand is a frightening parable for the the West’s focus on talk over action.
Studios Go Direct to Consumer, Theaters and Demand, Universal Versus Disney
Studios go direct-to-consumer out of necessity; Disney has the most potential, even if they should use Universal’s model.
An Interview with Eugene Wei About the Half-Life of Information
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
Tech Companies Versus Misinformation, Tech Tracking, Capability Versus Policy
Tech companies unite to fight misinformation, and potentially are working on tracking COVID-19. What tradeoffs might that entail, and is it worth building capability and trusting in policy?
Defining Information
In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.
Working From Home with Kids, What About Pay TV?, An NBA Proposal
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
Exponent Podcast: A Search for Everything
On Exponent, the weekly podcast I host with James Allworth, we discuss Zero Trust Information. Listen to it here.
America Wakes Up?, An Interview with Matt Mullenweg About Working From Home
Yesterday may have been a turning point in the American response to COVID-19. Then, an interview with Matt Mullenweg of Automattic about working from home and what is next for his company.