An Interview with Rescale CEO Joris Poort about building high-performance computing in the cloud.
Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy
Xbox is poised to bring exclusive games to the PS5; this has been the logical endgame for Microsoft for a decade.
Vision Pro on an Airplane, The Apple TV+ Services Story, Apple Earnings Notes
Vision Pro is a revelation on an airplane, how demoes show the importance of Apple TV+, and notes from Apple’s earnings
An Interview with Eric Seufert About Meta at the Top
An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
Vision Pro at Work, The Sports Bundle
Enterprise could be a fruitful market for the Vision Pro; then, the first sports bundle is apparently on its way, including ESPN, WBD, and Fox.
The Apple Vision Pro
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook
Meta’s earnings were the mirror image of its disaster five quarters ago: both then and now Meta announced plans to spend far more on AI, but this time they gave investors reason to trust them.
Google Earnings, Microsoft Earnings
Google’s earnings were inscrutable, which doesn’t inspire confidence; then Microsoft’s earnings looked incredible, but it’s important to trace where the AI growth is coming from.
Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist
Apple has unveiled its response to the E.U. Given the company’s insistence on monetizing its intellectual property, the response primarily serves to explain why the current App Store model isn’t the worst thing in the world.
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.