An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
MKBHDs For Everything
Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.
Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk
A much better antitrust case against Apple would focus on developers, not customers. Then, the E.U. is investigating all of American tech under the DMA; the chances of Apple leaving are not zero.
Aggregator’s AI Risk
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
An Interview with Matthew Ball About the Vision Pro and the State of Gaming
An interview with Matthew Ball about the Apple Vision Pro, the malaise in gaming, and the Disney-Epic deal.
An Interview with Eric Seufert About Meta at the Top
An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.
OpenAI Launches GPT Store, The Everything Engine and Advertising, Artifact Shuts Down
OpenAI opens up the GPT store, which is a clear Aggregator play. That raises the prospect of future advertising opportunities. Then,. Artifact shuts down: is the open web just too crappy?
Netflix’s Data Drop, Power Laws, Netflix’s Motivations
Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses.