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Latest Podcast

Articles

  • Apple Intelligence is Right On Time

    Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.

  • AI Integration and Modularization

    Breaking down the Big Tech AI landscape through the lens of integration and modularization

  • Windows Returns

    Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.

  • The Great Flattening

    Apple’s iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; the question is what it leads to next.

  • Meta and Reasonable Doubt

    Watch on YouTube

    Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making.

  • Meta and Open

    Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.

  • MKBHDs For Everything

    Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.

  • Gemini 1.5 and Google’s Nature

    Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.

  • United States v. Apple

    Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.

  • Nvidia Waves and Moats

    Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.