AI Bundling Follow-Up, iPhone Follow-Up

Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.

Apple WWDC, M2, Additional Notes

Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop

Digital Advertising in 2022

The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.