An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Substack Notes, Twitter Blocks Substack, Substack Versus Writers
Substack launched a Twitter competitor, and Twitter responded, in a predictable way. The real losers were writers, who were bound to be de-prioritized by Substack eventually.
[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.
Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization
The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.
DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal
The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
An Interview With Instacart CEO Fidji Simo About Big Ambitions
An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.
An Interview With The Verge Editor-in-Chief Nilay Patel About Building a Destination Site
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
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.