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  • 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.

  • Aggregator’s AI Risk

    A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI

  • Gemini and Google’s Culture

    The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down.

  • Sora, Groq, and Virtual Reality

    OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.

  • 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.