An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
Ben Thompson
AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production
AMD and TSMC are rising together, while Intel falls behind; TSMC founder Morris Chang thinks its a mistake to help the latter catch-up.
Amazon Earnings, Amazon’s Costs, Amazon Closes Stores
Amazon messed up its capacity planning and the result was a big loss; CEO Andy Jassy seems focused on scalability above everything else.
Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
Meta Earnings, Meta Spending, AI Costs and Moats
Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.
Twitter Follow-Up, Google Earnings, ATT and Google
Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
Elon Musk Buys Twitter, Musk’s Financing, The Status Quo and Future Variance
Twitter accepted Elon Musk’s offer; the nature of his financing suggests what might come next. After that, though, is more uncertain than ever.
Beyond Aggregation: Amazon as a Service
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
An Interview with Ramp Founder Eric Glyman
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.
Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.