Events
-
Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
-
An Interview with Figma CEO Dylan Field About Design and AI
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.
-
The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
The administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility.
-
Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.
-
An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
-
The iPhone’s Last Stand
Siri isn’t state of the art, but as long as it works — and it appears it does — it’s good enough for the consumer market.
-
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
An interview with Microsoft CEO Satya Nadella about figuring out Microsoft’s role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform.
-
The Nvidia AI PC, Project Solara, Microsoft AI
The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling.