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.
An Interview With Rippling Founder Parker Conrad
An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.
Roblox’s earnings disappointed as kids went back to school; CEO David Baszucki, though, is building for the long term, and has for a long time.
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.