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.
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.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.
Digital Advertising in 2022
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
Gaming the Smiling Curve
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Unity, Weta, and Faceless Platforms
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
Unity Buys Weta Digital, An Interview with Unity CEO John Riccitiello
The Weta acquisition, Unity’s ambitions, their advertising business and relationship with Apple, and why Riccitiello thinks my understanding of the metaverse isn’t quite right.