Daily Update

Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising

Wednesday, April 20, 2022

Listen to Podcast

Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.

What About Bluesky?, Moderation and Control, What’s Next for Twitter

Tuesday, April 19, 2022

Listen to Podcast

Why my proposal for Twitter is different than Bluesky, more on moderation, and exploring what is next for Twitter

Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok

Thursday, April 14, 2022

Listen to Podcast

Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok

Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy

Wednesday, April 13, 2022

Listen to Podcast

Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.

Musk Declines Twitter Board Seat, Twitter’s Poison Pill, The New York Times’ Twitter Reset

Monday, April 11, 2022

Listen to Podcast

The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.

An Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine

Thursday, April 7, 2022

Listen to Podcast

Dan Wang is a China-based analyst for Gavekal Dragonomics, a global macro research firm based in Hong Kong and Beijing; we discuss Shanghai’s COVID lockdowns, manufacturing and trade, and China’s Response to Ukraine

Elon Musk Joins Twitter’s Board, Gogoro SPAC

Wednesday, April 6, 2022

Listen to Podcast

Elon Musk doesn’t just own a part of Twitter; now he’s on the board, in a move that has been in the works for a while. Plus, my experience as a Gogoro owner.

Why Netflix Should Not Sell Ads, Elon Musk and Twitter

Tuesday, April 5, 2022

Listen to Podcast

The obvious follow-up: Why Netflix Should Not Sell Ads. Plus, thoughts on Elon Musk’s investment in Twitter.

Law Enforcement and User Data, Tradeoffs and Trust, Centralization and Encryption

Thursday, March 31, 2022

Listen to Podcast

A story about how hackers got data from tech companies illustrates the fundamental challenge of trust on the Internet, and gives insight into the challenges of interoperability.

The Digital Markets Act, The DMA and Advertising, Messaging Interoperability

Wednesday, March 30, 2022

Listen to Podcast

The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.

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

Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising

Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok

Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy

An Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine

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