Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.
An Interview with Anduril Founder and CEO Brian Schimpf About Software and the Military
An interview with Anduril founder and CEO Brian Schimpf about why now is the time for a software-based defense contractor, despite software’s bad fit with the military procurement process.
Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed
Max adds sports, and Fox might want to shore up its position in the bundle. Then, Disney confirms it is in its Taylor Swift era, and investors are not impressed.
The Rise and Fall of ESPN’s Leverage
Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
ChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors
ChatGPT has an enterprise offering, continuing its coopetition with Microsoft. Then, an overview of Nvidia’s competitors.
Nvidia On the Mountaintop
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
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
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
Twitter has a new name, and it’s past time to wonder why any of us should care.