Zoom
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Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.
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An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
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Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
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Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
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Hey v Apple Follow-Up, Shopify and Walmart, Three Follow-Ups
Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption
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Podcast Apps Banned in China, Podcast Censorship, Zoom Suspends U.S.-based Chinese Activist
Two podcasts apps were banned in China; Apple has to follow local law, but how much censorship is Apple doing itself? Then Zoom demonstrates it can’t be trusted.
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Zoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption
Zoom didn’t just add free users: it’s revenue exploded as well. How AWS made that possible, and why Zoom’s encryption plans are a good idea.
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Zoom’s “Genuine Oversight”, Zoom’s Strengths and Weaknesses, Virality Versus Network Effects
Zoom has another screwup, this time in terms of reporting how many users it has. It is a disturbing pattern and a reminder that strengths are weaknesses.