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 Myths

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 Meets Microsoft

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.