An interview with The Verge EIC Nilay Patel about building a destination site, his background and how that connects to his career in tech journalism, The Verge’s business model and approach to journalism ethics, and a bit of a debate about moderation and net neutrality.
Instagram Reels Struggles, Meta’s Mistake, TikTok at Code
Instagram policy with regards to TikTok content shows Meta hasn’t internalized the real risk from the Chinese company; then, revisiting U.S. TikTok policy
AI Bundling Follow-Up, iPhone Follow-Up
Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.
The AI Unbundling
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.
An Interview With Michael Mignano About Podcasts, Standards, and Recommendation Media
An interview with former Anchor co-founder and CEO Michael Mignano about podcasts, Anchor, Spotify, standards, and recommendation media.
Rights, Laws, and Google
Google is not bound by the Fourth, Fifth, and Sixth Amendments, but its actions in a false positive CSAM case show that it is flouting the spirit behind them.
Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge
Nvidia released an earnings warning that was bad on the surface and even worse in the details; one of the reasons to be bearish is the Ethereum Merge.
Political Chips
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
More on Unity and ironSource, Developer Discontent, Tactics and Execution
Unity’s ironSource acquisition makes sense in isolation, but there are reasons to be concerned about the overall direction of the company.
Big Ten Blame
The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation