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.
Microsoft Full Circle
Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
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.
An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse
An interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella about partnering in the Metaverse
An Interview With Daniel Gross and Nat Friedman About the Democratization of AI
An interview with Daniel Gross and Nat Friedman about the decentralization of AI, the story of GitHub CoPilot, where Stable Diffusion came from, and why software will finally become truly deflationary.
Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust
Google Stadia is, predictably, dead: the company never had the business model to match. Microsoft is showing just how hard it is to get that business model off of the ground.
Netflix Earnings, Microsoft and Netflix’s Ad Deal
Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
Microsoft Build, Thick Versus Thin, AI Platforms
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.