Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.
The obvious follow-up: Why Netflix Should Not Sell Ads. Plus, thoughts on Elon Musk’s investment in Twitter.
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.