Arm’s F-1, Arm’s Risks, Arm’s Price

Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.

An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift

An interview with Eugene Wei about Elon Musk’s critical mistake with Twitter, the questionable prospects for Threads, and what Taylor Swift and other communal experiences say about the commoditization wrought by technology.