Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.
Ben Thompson
An Interview With Babylist Founder and CEO Natalie Gordon
An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.
More on CarPlay, Car Makers and Phone Carriers, TSMC’s Annual Meeting
Diving into Apple’s CarPlay announcement suggests that Apple is more interested in recruiting car companies than in proposing something new; then, TSMC doubles down
Apple WWDC, M2, Additional Notes
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
Airbnb Categories; V1, V2, and Categories; AirCover for Guests
Airbnb’s Summer 2022 Summer Release is compelling both in terms of product and also strategy.
An Interview with Michael Nathanson About Streaming and Digital Advertising
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
Niantic Lightship, An Interview with Niantic Founder John Hanke
An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future
Microsoft Build, Thick Versus Thin, AI Platforms
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.