Hollywood on Strike

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.

The Four Horsemen of the Tech Recession

Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency

Microsoft Earnings, Azure’s Slowdown, Office Strikes Back

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 Earnings, Intel’s Plunging Margin, The Dividend Question

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 Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs

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.