YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
An Interview with Adobe Chief Strategy Officer Scott Belsky
An interview with Adobe Chief Strategy Office and Executive Vice President of Design & Emerging Products Scott Belsky about generative AI, Figma, and how Adobe’s business continues to evolve.
[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.
An Interview with The Ringer Founder and CEO Bill Simmons
An interview with The Ringer Founder and CEO Bill Simmons about his career, how the Internet has changed media, and the future of podcasts at Spotify.
An Interview with Kevin Systrom and Mike Krieger About Artifact
An interview with Kevin Systrom and Mike Krieger about Artifact, their new app that is widely available today. Plus, what they learned from Instagram, revisiting the Facebook acquisition, and the future of social media.
An Interview with Matthew Ball About Disney, Streaming, and the Metaverse
An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.
The Google CEO Question, Steve Ballmer and Peacetime CEOs, About That Bard Mistake
The distinction between Wartime and Peacetime CEOs explains why Sundar Pichai may be under the microscope; then, exploring why Bard made a mistake
New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership
An overview of Microsoft’s new Bing announcement, and an interview with Microsoft CTO Kevin Scott and OpenAI CEO Sam Altman about Microsoft and OpenAI’s partnership.
Intel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD’s Earnings
Revisiting my Intel dividend take, and admitting I had it wrong. Then, AMD’s rapid capture of marketshare in the data center is a big problem for Intel.
Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs
Tech’s layoffs are popularly thought to be because of over-hiring during the pandemic, but in fact there isn’t much evidence that tech over-hired based on past rates. Then, Microsoft still has a metaverse strategy, it just doesn’t involve hardware.