YouTube

OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.

YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power

Wednesday, September 24, 2025

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YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.

The YouTube Tip of the Google Spear

Tuesday, September 23, 2025

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I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.

An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators

Wednesday, September 17, 2025

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An interview with YouTube CEO Neal Mohan about empowering creators while leaning into AI.

YouTube TV, Wiz, and Why Monopolies Buy Innovation

Monday, March 24, 2025

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Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea

An Interview with Michael Nathanson About the Streaming Endgame

Thursday, March 6, 2025

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An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars near their end, plus AI bubble questions and the future of analysis.

The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.

Netflix and the Hollywood End Game

An Interview with Ben Bajarin About AI Infrastructure

YouTube TV, Wiz, and Why Monopolies Buy Innovation

An Interview with Michael Nathanson About the Streaming Endgame

The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

Apple Earnings and OpenClaw

An Interview with Benedict Evans About AI and Software

Apple Earnings, Supply Chain Speculation, China and Industrial Design

Personal Day — Sick

The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

Deadline Notes and All-Star Announcements, The Scintillating Charlotte Hornets, Flagg, Dybantsa and Darryn Peterson

Apple Earnings and OpenClaw

An Interview with Benedict Evans About AI and Software

An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.