The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.
Ben Thompson
Google Earnings, Google’s Re-Org, Google’s True Moonshot
Google’s earnings made a strong case for the positive impact of AI on the company. Meanwhile, it’s recent re-org raises the possibility that Google might actually make devices a real business.
Meta and Reasonable Doubt
Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making.
An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.
Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
First, the theoretical case for why Meta’s approach to VR is more likely to succeed, then, which companies should acquire TikTok
Meta and Open
Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
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.
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.
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.
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.