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Latest Podcast

Articles

  • Friendly Google and Enemy Remedies

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    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.

  • 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.

  • The E.U. Goes Too Far

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    Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.

  • Apple Intelligence is Right On Time

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    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

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    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.