An interview with Roblox CEO David Baszucki about advertising, AI, and expanding the business in the wake of the pandemic.
An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.
An interview with Marc Andreessen about COVID, AI opportunities and risk, and a16z’s approach to the future.
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.
Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
Microsoft’s earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Anyone competing with Office 365, though, is in worse shape.
Intel’s earnings are brutal, but it is a brutal result years in the making. That mismatch between decisions and consequences probably explain why Intel continues to pay a dividend despite its need for cash.
Tech’s layoffs are popularly thought to be because of over-hiring during the pandemic, but in fact there isn’t much evidence that tech over-hired based on past rates. Then, Microsoft still has a metaverse strategy, it just doesn’t involve hardware.
An interview with The Air Current’s Jon Ostrower about Southwest’s meltdown, being an independent publisher, why there isn’t supersonic passenger flights, and building a hardware product.