An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
An Interview with Joanna Stern About Creating Content (and the Apple Vision Pro)
An interview with Joanna Stern about her journey to the tech columnist position at the Wall Street Journal, reviewing the Apple Vision Pro, and what it takes to create content on the Internet.
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
An Interview with Om Malik About Tech’s History and Future
An interview with Om Malik about his career in technology, the dot-com and telecom bubbles, and why he is so excited about the future.
An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.
An Interview with Nat Friedman and Daniel Gross About the Human Component of AI
An interview with Nat Friedman and Daniel Gross about the human component of AI, OpenAI drama, Nvidia, Goole, Apple, and predictions for 2024.
An Interview with Michael Nathanson About a Tumultuous Year in Media
An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.
An Interview with Roblox CEO David Baszucki About Advertising and AI
An interview with Roblox CEO David Baszucki about advertising, AI, and expanding the business in the wake of the pandemic.
An Interview with Bill Bishop and Andrew Sharp Checking In on China
An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.
An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership
An interview with CEO Pat Gelsinger about Intel’s progress in his tenure, and why he believes that Intel can compete with TSMC for process leadership. Plus, mistakes that were made, why Intel needs the CHIPS Act, and why AI is good for Intel.