The best way to understand Pat Gelsingers thinking about the threats posed by ARM and AMD is to go back to his arguments in favor of CISC over RISC
Take-Two Acquires Zynga, The New York Times Buys The Athletic
Take-Two buys its way into mobile, and the New York Times re-bundles.
The Creator Opportunity, The Value of Abundance, TV and Sports Follow-up
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Twitter Has a New CEO; What About a New Business Model?
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
Unity, Weta, and Faceless Platforms
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
Opendoor Earnings, Opendoor’s Pricing, Opendoor’s Scalability
Opendoor’s results suggest that the problem in the home-buying market was unique to Zillow’s lack of expertise, not the model
Sequoia Productive Capital
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
The Squid Game Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries