Incentives
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Airbnb’s New App, Experiences and Services, Chesky’s Founder Mode
Airbnb has a new app with new offerings for experience and services; I’m not sure the economics make sense for either.
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OpenAI Restructuring, Microsoft’s Rights, Simo and Windsurf
OpenAI is tying up all its loose ends in preparation for being the user interface for AI
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Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.
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Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons
Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take seriously.
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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
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Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
Netflix’s earnings and 2029 goals show new avenues of growth that are downstream from increased segmentation.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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An Interview with Dan Kim and Hassan Khan About CHIPS
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.