Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.
Twitter Follow-Up, Google Earnings, ATT and Google
Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
Elon Musk Buys Twitter, Musk’s Financing, The Status Quo and Future Variance
Twitter accepted Elon Musk’s offer; the nature of his financing suggests what might come next. After that, though, is more uncertain than ever.
An Interview with Ramp Founder Eric Glyman
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.
Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
An Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine
Dan Wang is a China-based analyst for Gavekal Dragonomics, a global macro research firm based in Hong Kong and Beijing; we discuss Shanghai’s COVID lockdowns, manufacturing and trade, and China’s Response to Ukraine
Elon Musk Joins Twitter’s Board, Gogoro SPAC
Elon Musk doesn’t just own a part of Twitter; now he’s on the board, in a move that has been in the works for a while. Plus, my experience as a Gogoro owner.
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack