Archives
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Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI
Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay
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An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI
An interview with Cursor founder and CEO Michael Truell about AI coding and capturing the critical point of integration in the AI value chain.
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Airbnb’s New App, Experiences and Services, Chesky’s Founder Mode
Airbnb has a new app with new offerings for experience and services; I’m not sure the economics make sense for either.
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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
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Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception
Google lost its ad antitrust case; if the case is upheld, it has important implications for all Aggregators.
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American Disruption
A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it.