Ben Thompson
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Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
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Reddit’s Robots.txt, The Reddit Perspective, Google Contracts
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Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem
Google’s earnings continue to suggest that Search is fine, while YouTube benefits from linear TV’s self-immolation. It’s the web that is showing signs of suffering from AI.
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Netflix Earnings, The Status of Netflix Advertising
Netflix’s earnings emphasize that the company wants to dominate subscription-based streaming, and that that means it won’t necessarily dominate advertising.
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Crashes and Competition
The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators.
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Tech For Trump, Breaking the Deal, From Inertness to Interest
Marc Andreessen and Ben Horowitz are joining Elon Musk in explicitly endorsing President Trump; this is a narrow expression of naked self-interest. The real story is why self interest came to triumph over political inertness.
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JD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the RemedyFest Conference
JD Vance is thought of as a tech guy, but his views on antitrust won’t make “big tech” happy; “little tech” is a more natural constituency.