Business Models
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An Interview With Roblox CEO David Baszucki About Aggregating Play
An interview with Roblox CEO David Baszucki about how AI is transforming game creation, and why that opens up huge opportunities to both enable developers and make Roblox both an Aggregator and a platform.
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Intel Earnings, AMD Earnings, Intel and AMD’s Divergence
Intel and AMD’s diverging earnings point to fundamental historical differences, and make me wonder if Intel needs to find a new (old) path.
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Apple Earnings, Memory Problems, The Hardware Company Regression
Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?
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An Interview with Palantir CTO Shyam Sankar About the AI Religious War
An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.
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Netflix Earnings, Business or Franchise, Disney’s Deal
Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.