An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
Microsoft’s E3 announcement give more shape to its cloud gaming ambitions, and highlight how difficult new consumers paradigms are today.
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
Sony and Microsoft have both released details about their next generation consoles, and their strategies couldn’t be more different.
Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.