Bytedance

DALL-E, the Metaverse, and Zero Marginal Content

Tuesday, April 12, 2022

Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.

Meta’s Earnings, Facebook’s Three Challenges, Financial Versus Existential Risks

Thursday, February 3, 2022

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Meta’s earnings were a perfect storm of challenges facing the company.

Facebook Earnings, Investor Trust, Facebook Reality Labs

Tuesday, October 26, 2021

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Facebook’s earning seemed bad, but investors responded well, thanks to the trust that Facebook has developed over the years, and demonstrated this quarter.

Regulators and Reality

Wednesday, September 1, 2021

The FTC’s new Facebook case isn’t any better than the old one, even as there are ever more questions about the potential harm of regulatory interference

China’s Video Game Restrictions, South Korea Passes App Store Payments Law

Tuesday, August 31, 2021

China’s new video game restrictions point to broader China-related trends, while South Korea strikes the first blow against the App Stores.

ByteDance’s New Board Member, The TikTok Question, China’s Innovation Risk

Tuesday, August 17, 2021

ByteDance’s new board member is another sign of the Chinese government’s interference with tech companies; will this hurt China’s tech ambitions?

Instagram’s Evolution

Wednesday, July 7, 2021

Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.

Didi Removed From App Stores, China vs. Tech, CAID and Chinese Privacy

Tuesday, July 6, 2021

China’s move against Didi didn’t happen in isolation: it’s the latest in a series of moves that should give investors pause.

Clubhouse’s Inevitability

Monday, February 15, 2021

Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.

Social Networking 2.0

Tuesday, December 15, 2020

Facebook and Twitter represent the v1 of Social Networking; it’s a bad copy of the analog world, whereas v2 is something unique to digital, and a lot more promising.

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

China’s Video Game Restrictions, South Korea Passes App Store Payments Law

Didi Removed From App Stores, China vs. Tech, CAID and Chinese Privacy

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

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

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

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

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

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