Daily Update

An Interview with Adobe Chief Strategy Officer Scott Belsky

Thursday, April 13, 2023

An interview with Adobe Chief Strategy Office and Executive Vice President of Design & Emerging Products Scott Belsky about generative AI, Figma, and how Adobe’s business continues to evolve.

Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions

Wednesday, April 12, 2023

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What is leading to all of the new social networks? Then, reviews of the early days of Artifact comments, Bluesky, and Substack Notes.

Lyft’s Founders Exit, Uber Driver Improvements, Wrong About Aggregation

Tuesday, April 11, 2023

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Uber appears to finally have the upper hand in its battle with Lyft, thanks to its focus on drivers; this shows they were never an Aggregator in the first place.

Substack Notes, Twitter Blocks Substack, Substack Versus Writers

Monday, April 10, 2023

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Substack launched a Twitter competitor, and Twitter responded, in a predictable way. The real losers were writers, who were bound to be de-prioritized by Substack eventually.

Vacation: April 3rd to April 7th

Monday, April 3, 2023

An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution

Thursday, March 30, 2023

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An interview with Daniel Gross and Nat Friedman about the AI product explosion, OpenAI’s emergence as a consumer tech company, Microsoft’s aggressiveness, open source and Apple, and both the risks and opportunities of AI.

Replit and Google, The Google Perspective, Twitter’s Bad Idea

Wednesday, March 29, 2023

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The Replit-Google deal is an obvious one for Replit, but it’s much more important than Google — who didn’t go far enough. Then, Musk’s latest Twitter idea makes no sense.

[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs

Tuesday, March 28, 2023

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OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.

An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment

Thursday, March 23, 2023

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An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.

Nvidia GTC, DGX Cloud, Nvidia’s Partners

Wednesday, March 22, 2023

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The most interesting announcement at Nvidia’s GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Vacation: April 3rd to April 7th

An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution

[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs

An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment

Nvidia GTC, DGX Cloud, Nvidia’s Partners

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips