Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.
Musk Declines Twitter Board Seat, Twitter’s Poison Pill, The New York Times’ Twitter Reset
The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.
Why Netflix Should Not Sell Ads, Elon Musk and Twitter
The obvious follow-up: Why Netflix Should Not Sell Ads. Plus, thoughts on Elon Musk’s investment in Twitter.
Why Netflix Should Sell Ads
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
The Digital Markets Act, The DMA and Advertising, Messaging Interoperability
The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.
Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.