Business Models
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An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
An interview with dLocal founder Sebastian Kanovich and CEO Pedro Arnt about growing a payments business in emerging markets.
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Nvidia Waves and Moats
Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.
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An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
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Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio
Walmart is focused on building an advertising business, and acquiring a TV maker makes perfect sense in that regard.
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Apple Fined by European Commission, Apple’s Spotify Press Release, Apple Revokes Epic’s Developer Account (Again)
Apple’s response to their European Commission fine and their (re)suspension of Epic’s developer account suggest that the company truly believes they own nothing to developers.
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India and Gemini, Ten Blue Links, The Complicity Framework
Gemini got all of AI into trouble in India; how did this particular mistake happen? Then, Google may have been more dependent on 10 blue links than anyone realized, and a proposal for solving “AI Safety” issues through product decisions.
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Xbox’s Announcement; Microsoft’s Messy Middle; Apple in Europe, Continued
The specifics of Microsoft’s Xbox announcements don’t portend big changes, and economic factors explain why. Then, more Apple news from the EU.
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An Interview with Rescale CEO Joris Poort About Building High-Performance Computing in the Cloud
An Interview with Rescale CEO Joris Poort about building high-performance computing in the cloud.