An interview with The Air Current’s Jon Ostrower about Southwest’s meltdown, being an independent publisher, why there isn’t supersonic passenger flights, and building a hardware product.
Meta Meets Microsoft
Meta’s new hardware is more impressive than expected, and the Microsoft partnership makes a lot of sense. The question is if Meta will capture enough value to outweigh their costs.
An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse
An interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella about partnering in the Metaverse
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 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.
An Interview With The Metaverse Author Matthew Ball
An interview with “The Metaverse” author Matthew Ball about Metaverse timing, challenges, and Netflix’s content challenges
Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit
This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.
Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy
Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.
Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)
One more point on Peloton’s poor operations, then more news from the chip industry: Intel makes an acquisition and ARM is on its own.
Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.