Roblox Ads, Walmart Land, Internal Economies

Roblox announced an advertising platform; I’m skeptical about the value to brand advertisers, but that doesn’t mean it won’t be valuable to Roblox itself.

Sharp Tech and Stratechery Plus

Stratechery is launching a new podcast: Sharp Tech with Ben Thompson. In addition, the Stratechery Update subscription has now been expanded to the Stratechery Plus subscription, including the Stratechery Update, Stratechery Interviews, Sharp Tech, and Dithering.

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.

The Services iPhone

Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.