Making Money
Business models are the surest way to understand a company’s motivations.
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For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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An Interview with Craig Moffett About SpaceX and Bubbles
An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.
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Do You Trust Apple?
Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.
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Fable 5.1, Enterprise Frontier Safeguards
Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a win-win.
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Autonomy and Innovation
Incentives favor offense when it comes to agentic cybersecurity; it’s the same dynamic that will limit incumbents and fuel startups in the long run.
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Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.
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Google Earnings, The Frontier Case, Amazon Earnings
Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.