Business Models
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Netflix Earnings, The Status of Netflix Advertising
Netflix’s earnings emphasize that the company wants to dominate subscription-based streaming, and that that means it won’t necessarily dominate advertising.
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Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance
Apple deserves special scrutiny from regulators, and Paramount demonstrates Hollywood’s commitment to irrationality.
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An Interview with Marques Brownlee (MKBHD) About Being a YouTube Star
An interview with YouTuber Marques Brownlee (MKBHD) about building a massively successful YouTube channel by keeping viewers the top priority.
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European Commission Charges Apple, Apple Delays New Features for E.U.
Apple is being charged by the E.U. for violations of the DMA; it’s no surprise, meanwhile, that Apple is citing the DMA for not launching new features in the E.U.
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An Interview with Scale AI CEO Alex Wang About the Data Pillar for AI
An interview with Scale AI founder and CEO Alex Wang about why data is one of the pillars in AI, and why Scale AI is best-positioned to drive advancements in AI via data.
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FTC Sues Adobe, The Legal Question, The Value of Doing Right
Adobe is being sued by the FTC for dark patterns; the patterns aren’t that dark, but it’s hard to find any justification for Adobe’s choices. Doing the right thing would have been better business in the long run.
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[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple’s terms.
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Apple Intelligence is Right On Time
Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.
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An Interview with AMD CEO Lisa Su About Solving Hard Problems
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.