Understanding Users
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An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft’s new deal.
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An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat against Aggregators and AI.
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Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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An Interview with Kalshi CEO Tarek Mansour About Prediction Markets
An interview with Kalshi co-founder and CEO Tarek Mansour about the value of prediction markets.
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Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism
Intel’s earnings were disappointing because the company is missing a huge opportunity by virtue of selling off its capacity.
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An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition.
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An Interview with United CEO Scott Kirby About Tech Transformation
An interview with United CEO Scott Kirby about how rebuilding United’s technical infrastructure laid the foundation for transforming the airline.
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Apple: You (Still) Don’t Understand the Vision Pro
The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing, but Apple actively ruins it.