Product Management

ChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors

Tuesday, August 29, 2023

ChatGPT has an enterprise offering, continuing its coopetition with Microsoft. Then, an overview of Nvidia’s competitors.

Nvidia On the Mountaintop

Monday, August 28, 2023

Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill.

An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift

Thursday, August 17, 2023

Listen to Podcast

An interview with Eugene Wei about Elon Musk’s critical mistake with Twitter, the questionable prospects for Threads, and what Taylor Swift and other communal experiences say about the commoditization wrought by technology.

Amazon Earnings, Amazon and AI, Amazon’s Improved Delivery

Monday, August 7, 2023

Listen to Podcast

Amazon’s earnings touched on its position in AI and the impact of its renewed investments in logistics.

X, Musk’s Motivation, Beats and Big Tech

Tuesday, July 25, 2023

Listen to Podcast

Twitter has a new name, and it’s past time to wonder why any of us should care.

Threads and the Social/Communications Map

Tuesday, July 11, 2023

Understanding Threads and its threat to Twitter means understanding the current landscape of social media.

Starlink Solution, Starlink Experience, Starlink Implications

Wednesday, June 28, 2023

Listen to Podcast

A look at the implications of Starlink with observations from a recent personal experience.

An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner

Thursday, June 22, 2023

Listen to Podcast

An Interview with Boom founder Blake Scholl about building a supersonic airliner, including fundraising, airline economics, and why tech is about more than zero marginal costs.

Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal

Wednesday, June 14, 2023

Listen to Podcast

More on Reddit, including why my previous Update was not so much wrong on details as it was wrong in feeling; plus, how Microsoft might carve the UK out of the Activision acquisition.

Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints

Monday, June 12, 2023

Listen to Podcast

Reddit is facing a revolt, which is in part due to an issue with 3rd-party app developers, but ultimately an issue downstream from Reddit’s reliance on unpaid workers.

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

ChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors

Nvidia On the Mountaintop

Amazon Earnings, Amazon and AI, Amazon’s Improved Delivery

Starlink Solution, Starlink Experience, Starlink Implications

An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

Tim Cook Steps Down

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

Tim Cook Steps Down

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50