Events
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An Interview with Gregory Allen About the Updated China Chip Ban
An interview with Gregory Allen about the updated China chip ban and how Washington’s thinking has evolved over the last year, both because of China’s response and because of AI.
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Google Earnings, Microsoft Earnings, AI Leverage
Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.
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Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited
Netflix’s earnings seemed targeted at other Hollywood Studios losing money on streaming; then, why gaming isn’t a completely terrible idea (and how it works in the App Store)
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An Interview with Former TechCrunch Editor-in-Chief Matthew Panzarino About Covering Technology
An interview with former TechCrunch editor-in-chief Matthew Panzarino about his career covering technology.
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Adobe Max, Figma and Firefly, The Icon of Transparency
Adobe Max was all about AI, with no mention of Figma. Adobe would still like the latter, but it is much better positioned to do without it thanks to its integration of Firefly. Plus, why marking content will matter for humans than AI.
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Microsoft’s
SurfaceAI Event, The New Microsoft, The Old MicrosoftMicrosoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
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An Interview with Anduril Co-Founder and CEO Brian Schimpf About Software and the Military
An interview with Anduril founder and CEO Brian Schimpf about why now is the time for a software-based defense contractor, despite software’s bad fit with the military procurement process.