Opendoor’s results suggest that the problem in the home-buying market was unique to Zillow’s lack of expertise, not the model
Nvidia’s GTC Keynote, The Nvidia Stack, The Omniverse
Nvidia’s can ship so many new things because it is building on a common foundation; then, Nvidia’s Omniverse gives another way of thinking about the Metaverse.
An Interview with Eric Seufert about the Impact of ATT
An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
Adobe Max, Photoshop on the Web, Photoshop and NFTs
Adobe Max suggested that Adobe is finally starting to build its products as a service, not just selling them that way. Plus, Photoshop on the Web leans into Photoshop’s complexity, and Photoshop’s NFT authenticity feature is compelling.
An Interview with Mark Zuckerberg about the Metaverse
An Interview with Mark Zuckerberg about the Metaverse
Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Facebook Earnings, Investor Trust, Facebook Reality Labs
Facebook’s earning seemed bad, but investors responded well, thanks to the trust that Facebook has developed over the years, and demonstrated this quarter.
Snap Earnings, Attribution and Targeting, The Supply Chain
Snap’s earnings show how the inability to measure attribution makes it hard to target ads; the big question is what this means for Facebook.
Apple’s MacBook Pro Event; The Bitcoin Futures ETF; Bitcoin, Regulation, and Utility
Quick notes on Apple’s MacBook Pro event, then a discussion of why there is a Bitcoin Futures ETF but not one for Bitcoin itself.
Microsoft’s Surface Event, Facebook CTO Changes
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.