An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.
Interviews
Roblox Earnings, An Interview with Roblox CEO David Baszucki
Roblox’s earnings disappointed as kids went back to school; CEO David Baszucki, though, is building for the long term, and has for a long time.
Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.
Microsoft Acquires Activision Blizzard, Notes on the Acquisition, An Interview With Microsoft Gaming CEO Phil Spencer
Breaking down Microsoft’s acquisition of Activision Blizzard, plus an interview with Microsoft Gaming CEO Phil Spencer
Unity Buys Weta Digital, An Interview with Unity CEO John Riccitiello
The Weta acquisition, Unity’s ambitions, their advertising business and relationship with Apple, and why Riccitiello thinks my understanding of the metaverse isn’t quite right.
An Interview with Eric Seufert about the Impact of ATT
An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
An Interview with Mark Zuckerberg about the Metaverse
An Interview with Mark Zuckerberg about the Metaverse
An Interview with Dan Wang About China’s Tech Crackdown
Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority
An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority
Facebook’s Metaverse Opportunity, An Interview with Matthew Ball About the Metaverse
More on why Facebook is well placed for the Metaverse opportunity, and an interview with Matthew Ball about the Metaverse.