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.
The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.
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.
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
Two Apple updates about ATT and China, then, more on Twitter’s cash flow situation, and Elon Musk discovers that freedom is often structural
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.
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.
Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.
Meta’s new hardware is more impressive than expected, and the Microsoft partnership makes a lot of sense. The question is if Meta will capture enough value to outweigh their costs.
An interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella about partnering in the Metaverse