Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game
Netflix will no longer report subscriber numbers; it seems they are settling into a waiting game as they build up their tech and wait for their competitors to throw in the towel.
An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
An interview with Google Cloud CEO Thomas Kurian about Google’s AI strategy, and why this is an opportunity for the company to leap ahead in the cloud.
United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
An interview with dLocal founder Sebastian Kanovich and CEO Pedro Arnt about growing a payments business in emerging markets.
An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
An Interview with Rescale CEO Joris Poort About Building High-Performance Computing in the Cloud
An Interview with Rescale CEO Joris Poort about building high-performance computing in the cloud.
The Apple Vision Pro
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
TSMC’s earnings highlight the company’s shift in business model, and how it is responding to potential Chinese capacity. Then, of course the WWE deal is about ads.