Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.
Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins
Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill.
Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn’t much different, but it looks much worse given the company’s old business model.
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
The FTC’s Amazon complaint raises some fair points in isolation, but misses the bigger picture, both in terms of Amazon specifically and the Internet generally.
Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.
Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.