Subscriptions
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The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites
OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of SpaceX.
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An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout
An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.
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iPhones 17 and the Sugar Water Trap
Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.
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Atlassian Buys The Browser Company, Browser Wars, Why Atlassian
Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m skeptical that browsers are the future.
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ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades
GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.
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Netflix Earnings, Apple and F1
Netflix advertising will change the service; then, F1 might be headed to Apple TV, and it might work.
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The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality
The ESPN streaming service is official, completing the transition of sports watching from inevitability to intentionality.
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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
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Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
Netflix’s earnings and 2029 goals show new avenues of growth that are downstream from increased segmentation.