The iPhone could be delayed, but not necessarily because of China. Then, an interview with Tim Culpan about SARS, Taiwan’s response then and now, and Apple’s Supply Chain
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
Yesterday may have been a turning point in the American response to COVID-19. Then, an interview with Matt Mullenweg of Automattic about working from home and what is next for his company.
An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.
An Interview with Sinocism’s Bill Bishop about COVID-19, U.S.-China Relations, and media entrepreneurship in the dotcom bubble and today.
Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.
There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.
Cloudflare dropped 8chan as a customer after this weekend’s shootings; CEO Matthew Prince explains the company’s thought process, the responsibilities of infrastructure providers, and what a sustainable Internet looks like.
An interview with Substack Co-Founders Christopher Best and Hamish McKenzie, who recently raised a Series A to enable newsletters from Andreessen Horowitz.
An interview with Kevin Weil, the VP of Product at Calibra, and Dante Disparte, the Head of Policy and Communications at the Libra Association, about Libra and Calibra.