An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
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.
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.
Threads and the Social/Communications Map
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
Starlink Solution, Starlink Experience, Starlink Implications
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
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.
[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.
Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU
Mets seems to be abandoning the Quest Pro. Meanwhile, is the Quest for gaming? That the question isn’t clear — nor the answer — gets to they VR and AR remain questionable investments.
What the NBA Can Learn From Formula 1
Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating
An Interview with Michael Nathanson About Netflix and the Media Industry
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.