Incentives
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An Interview with Canva CEO Melanie Perkins About Disrupting Design
An interview with Canva CEO Melanie Perkins about founding Canva, disrupting design, and incorporating generative AI.
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TSMC Earnings, The AI Milestone
TSMC’s earnings included the milestone of high-performance computing — including AI — surpassing smartphones; the next milestone is Apple no longer being TSMC’s leading-edge customer.
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Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
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Reddit’s Robots.txt, The Reddit Perspective, Google Contracts
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Netflix Earnings, The Status of Netflix Advertising
Netflix’s earnings emphasize that the company wants to dominate subscription-based streaming, and that that means it won’t necessarily dominate advertising.
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Apple and the OpenAI Board, Microsoft and the OpenAI Board
Both Apple and Microsoft are leaving their board observer positions with OpenAI; Apple should have never been there in the first place, while Microsoft is probably focused on escaping regulatory scrutiny.
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Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance
Apple deserves special scrutiny from regulators, and Paramount demonstrates Hollywood’s commitment to irrationality.
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An Interview with Daniel Gross and Nat Friedman About Apple and AI
An interview with Danial Gross and Nat Friedman about Apple’s impressive WWDC keynote, whether or not we are in a bubble, and the future outlook for AI.
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How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live
Understanding how Apple Intelligence works explains Apple’s advantageous position; then, how Apple might still fall short, and two takeaways from Apple executives speaking to John Gruber
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Apple Intelligence is Right On Time
Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.