An interview with The Verge EIC Nilay Patel about building a destination site, his background and how that connects to his career in tech journalism, The Verge’s business model and approach to journalism ethics, and a bit of a debate about moderation and net neutrality.
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.
House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices
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.
Meta Earnings, Reasons for Optimism, Meta Changes
Meta’s
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.
Aggregation Follow-up, Netflix’s Ad Partners
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi
An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer base.
Airbnb Categories; V1, V2, and Categories; AirCover for Guests
Airbnb’s Summer 2022 Summer Release is compelling both in terms of product and also strategy.