Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by its execution and recent deal with UMC.
An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.
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.
Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
Bob Iger teased what might be next for Disney in an expansive interview, including the end of linear TV and hints about the future of ESPN.
The Google CEO Question, Steve Ballmer and Peacetime CEOs, About That Bard Mistake
The distinction between Wartime and Peacetime CEOs explains why Sundar Pichai may be under the microscope; then, exploring why Bard made a mistake
An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown
An Interview with Opendoor CEO Eric Wu about why the speed of the current slowdown caught Opendoor by surprise, acquiring customers for an infrequent transaction, and how the company will get a marketplace off of the ground.
Cable’s Last Laugh
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
The Intel Split
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
Pandemic Progress
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.