Technology and Society

An Interview With Eric Seufert About the Future of Digital Advertising

Thursday, August 18, 2022

An interview with Eric Seufert about Apple’s big overhaul of SKAdNetwork, speculating about a possible Apple Ad Network, and why we’re both optimistic about Meta’s outlook. In addition, we discuss Snap’s disastrous year, and the Unity-ironSource-AppLovin acquisition drama.

Three Trends Follow-Up, The Question of “Cool”, TikTok and the Sinicization of the Internet

Wednesday, August 17, 2022

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Follow-up on Instagram, TikTok, and the Three Trends, including questioning the “cool” thesis of social networks, and why China’s Internet vision is winning.

Apple and Facebook’s Pre-ATT Negotiations, Timing and Documentation, ATT’s Impact

Monday, August 15, 2022

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The Wall Street Journal fills in important details about the run-up to ATT, including negotiations between Apple and Facebook. Then, ATT denials don’t hold water.

Political Chips Follow-Up, Intel Earnings, SMIC at 7nm

Thursday, August 4, 2022

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Intel as an analogy for the post-war US, the company’s disappointing earnings, and SMIC’s breakthrough

Political Chips

Wednesday, August 3, 2022

Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.

CHIPS Act; America, China, and Intel; Micron and TSMC

Tuesday, July 19, 2022

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The CHIPS Act is flawed in both its premise and implementation, but is worth passing for geopolitical reasons; that, though, means that Intel shouldn’t be calling the shots, particularly since it needs it more than ever.

Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up

Wednesday, July 13, 2022

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Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber

The Uber Files, Musk Tries to Dump Twitter, Musk and the Hero Paradox

Monday, July 11, 2022

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Uber raises philosophical questions about ends versus means; Elon Musk’s actions with Twitter raise similar questions.

Data and Definitions

Tuesday, June 21, 2022

Explaining exactly why Apple’s approach to ATT is anti-competitive

An Interview with Okta CEO Todd McKinnon About Security in Supply Chains

Thursday, June 16, 2022

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(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

Political Chips Follow-Up, Intel Earnings, SMIC at 7nm

Political Chips

CHIPS Act; America, China, and Intel; Micron and TSMC

Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up

Data and Definitions

An Interview with Okta CEO Todd McKinnon About Security in Supply Chains

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

Tim Cook Steps Down

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

Tim Cook Steps Down

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips