Ben Thompson
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An Interview with Canva CEO Melanie Perkins About Disrupting Design
An interview with Canva CEO Melanie Perkins about founding Canva, disrupting design, and incorporating generative AI.
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Intel Earnings, Intel’s Nadir
Intel’s earnings were bad again, but the downward movement in the stock should have been priced in years ago; current management, meanwhile, can’t be evaluated for at least two more years.
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TSMC Earnings, The AI Milestone
TSMC’s earnings included the milestone of high-performance computing — including AI — surpassing smartphones; the next milestone is Apple no longer being TSMC’s leading-edge customer.
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AMD Acquires ZT Systems, AMD’s Integration, Substack In-App Purchases
AMD is acquiring ZT Systems in a bid to integrate AI system design and AI chips; then, more on Apple’s creator tax
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An Interview with Google SVP Rick Osterloh About Pixel, Android, and Smartphone History
An interview with Google SVP Rick Osterloh about the Made with Google event, and understanding the company’s approach to Android and Pixel in the light of smartphone history.
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Integration and Android
The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation.
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NBC Measurement, Apple and Patreon, Substack Next?
A note on NBC’s changing ratings. Then, Apple is demanding its pound of flesh from Patreon creators, who aren’t getting any of the benefits of the App Store Apple says it deserves to be compensated for.
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Olympic Ratings, Peacock’s Abundance, Comcast Earnings
The Olympics have sky-high ratings, and Peacock has delivered an amazing user experience; will that success ever manifest in meaningful profits for Comcast?
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Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
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Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.