The Services iPhone

Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.

Instagram, TikTok, and the Three Trends

Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.

An Interview With The New York Times Company CEO Meredith Kopit Levien

An Interview with The New York Times Company CEO Meredith Kopit Levien about her path to The New York Times Company, what it is like managing an entity where the most important product is out of your control, and a substantial dive into her thinking about bundles, recent acquisitions, and how The New York Times Company can transform from a skyscraper into a neighborhood.

Snap Earnings, Instagram Versus the Kardashians

Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.

CHIPS Act; America, China, and Intel; Micron and TSMC

The CHIPS Act is flawed in both its premise and implementation, but is worth passing for geopolitical reasons; that, though, means that Intel shouldn’t be calling the shots, particularly since it needs it more than ever.