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Latest Podcast

Concepts

Incentives

  • Bob Iger Steps Down From Disney, Why Now?, Why Bob Chapek?

    It was a huge surprise that Bob Iger was stepping down as Disney’s CEO, but the rationale makes a lot of sense, as does the timing and replacement.

  • Facebook’s Platform Opportunity

    Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.

  • Bluesky, The Twitter Protocol Tragedy, Alternatives

    Twitter CEO Jack Dorsey announced that the company would be setting up a team to pursue a more open alternative to social network; unfortunately, the time to do so was ten years ago.

  • Larry Page and Sergey Brin Step Down, Why Now?, Google Going Forward

    Larry Page and Sergey Brin’s impact on Silicon Valley is incomparable; now, though, they are formalizing a departure that arguably happened years ago. Why now, and what should Alphabet and Google do next?

  • Tech and Liberty

    The First Amendment is not about a law, but rather a culture — specifically a culture of liberty. It is essential to tech, and in this context, Facebook is mostly right about political ads (but can still do better).

  • HBO Max, AT&T’s Challenges, The Streaming Battleground

    AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.

  • Amazon Earnings, AWS Concerns, Google Earnings

    Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.

  • SoftBank Rescues WeWork, Owning WeWork, Zuckerberg in Congress

    SoftBank is rescuing WeWork in a very strange transaction, then re-visiting what I have written about WeWork. Plus, Zuckerberg’s appearance in Congress confirmed why Libra is the wrong approach for the company.

  • Ghost 3.0, An Interview with Ghost CEO John O’Nolan

    There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.

  • Zuckerberg’s Speech, Facebook Versus China, The Structure of Free Expression

    Digging into the specifics of Facebook CEO Mark Zuckerberg’s speech, particularly the company’s role in a contest of values with China, and why free expression depends on more than good intensions.