Bob Chapek’s failure was about managing expectations; expectations are why the perception of Musk’s tenure have switched. The ultimate impact may be on Silicon Valley as a whole.
Stratechery is off for Thanksgiving, but there are plenty of podcasts to catch up on.
Bob Chapek’s tactics were downstream from Bob Iger’s strategy: if the strategy was the problem, then Disney is in trouble.
An Interview with Opendoor CEO Eric Wu about why the speed of the current slowdown caught Opendoor by surprise, acquiring customers for an infrequent transaction, and how the company will get a marketplace off of the ground.
Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.
More on Twitter, including the company’s real regulatory risk, and following-up on advertisers pulling back.
An interview with Midjourney founder and CEO David Holz about his journey to Silicon Valley, his work on Leap Motion and VR, and the creation, business, and underlying technology of Midjourney and generative AI.
The clarifications of the China Chip Ban were in-line with expectations, and Nvidia’s workaround is similarly unsurprising. China’s means of retaliation, though, may hit Intel.
Spotify’s earnings were solid, although I am more skeptical of its podcast exclusive strategy than ever. Plus, Apple continues to act anti-competitively, this time in e-books.
Two Apple updates about ATT and China, then, more on Twitter’s cash flow situation, and Elon Musk discovers that freedom is often structural