Enterprise could be a fruitful market for the Vision Pro; then, the first sports bundle is apparently on its way, including ESPN, WBD, and Fox.
Ben Thompson
The Apple Vision Pro
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook
Meta’s earnings were the mirror image of its disaster five quarters ago: both then and now Meta announced plans to spend far more on AI, but this time they gave investors reason to trust them.
An Interview with Joanna Stern About Creating Content (and the Apple Vision Pro)
An interview with Joanna Stern about her journey to the tech columnist position at the Wall Street Journal, reviewing the Apple Vision Pro, and what it takes to create content on the Internet.
Google Earnings, Microsoft Earnings
Google’s earnings were inscrutable, which doesn’t inspire confidence; then Microsoft’s earnings looked incredible, but it’s important to trace where the AI growth is coming from.
Intel’s Humbling
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by its execution and recent deal with UMC.
Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist
Apple has unveiled its response to the E.U. Given the company’s insistence on monetizing its intellectual property, the response primarily serves to explain why the current App Store model isn’t the worst thing in the world.
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
TSMC’s earnings highlight the company’s shift in business model, and how it is responding to potential Chinese capacity. Then, of course the WWE deal is about ads.
Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.