An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs
Tech’s layoffs are popularly thought to be because of over-hiring during the pandemic, but in fact there isn’t much evidence that tech over-hired based on past rates. Then, Microsoft still has a metaverse strategy, it just doesn’t involve hardware.
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
An Interview with Eugene Wei About Streaming and Social Media
An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.
Meta AI Infrastructure Spend, Microsoft and Amazon Earnings, Paying the Promise of Cloud Computing
Does AI spend build a moat, or is it a commodity? Then, Microsoft and Amazon deliver on the promise of cloud computing, even if it is costly.
An Interview With Instacart CEO Fidji Simo About Big Ambitions
An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.
Shopify vs. Buy With Prime, Instagram Shopping, CUDA and China
Shopify kind-of sort-of bans “Buy With Prime”, while Meta changes its e-commerce focus on Instagram. Plus, why the China ban is bad for Nvidia’s CUDA moat.
AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot
More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.
Apple Earnings, Apple’s New Advertising Slots, Amazon Earnings
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
Amazon Acquires One Medical, One Medical Allure, Reasons for Skepticism
Amazon acquired One Medical, emphasizing its commitment to the health care space; what are the reasons for both optimism and skepticism?