Incentives
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Spotify Layoffs, Lessons From Spotify, Ek’s Letter and Spotify’s Debt
Spotify is conducting big layoffs, thanks in part to debt it took out in a zero-interest rate environment. What is more problematic is that the company has little to show for its spending.
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Sam Altman Back at OpenAI, Q*, Going Forward
Catching up on the OpenAI situation, which has reached a resolution — for now, anyways.
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The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge
More updates on the OpenAI saga, including the problematic board. Then, Microsoft unveils new chips, and is creating an AI platform that looks a lot like Microsoft’s other platforms.
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OpenAI’s Misalignment and Microsoft’s Gain
The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way.
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Google’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
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Disney Earnings, Disney 3.0, Streaming and Sports
Disney’s earnings reveal the plan for Disney 3.0; it’s a plan that makes sense, and sports still plays a role.
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An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership
An interview with CEO Pat Gelsinger about Intel’s progress in his tenure, and why he believes that Intel can compete with TSMC for process leadership. Plus, mistakes that were made, why Intel needs the CHIPS Act, and why AI is good for Intel.
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An Interview with Former TechCrunch Editor-in-Chief Matthew Panzarino About Covering Technology
An interview with former TechCrunch editor-in-chief Matthew Panzarino about his career covering technology.
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Microsoft’s
SurfaceAI Event, The New Microsoft, The Old MicrosoftMicrosoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
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Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed
Max adds sports, and Fox might want to shore up its position in the bundle. Then, Disney confirms it is in its Taylor Swift era, and investors are not impressed.