Business Models
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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
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Microsoft and Software Survival
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
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An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition.
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Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones.
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Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol.
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Disney and OpenAI, Totems in an AI World, Google Versus the World
Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google.
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An Interview with Ryan Jones About Flighty and Building Apps in 2025
An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved over the last 15 years.