Networks
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An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising
An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.
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An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift
An interview with Eugene Wei about Elon Musk’s critical mistake with Twitter, the questionable prospects for Threads, and what Taylor Swift and other communal experiences say about the commoditization wrought by technology.
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Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers
Meta is blocking news in Canada after another law requiring Aggregators to pay for links; it’s still an upsetting idea. Then, a brief primer on LK-99, the potential superconducting material.
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Meta Earnings, AI in Meta’s Business, Reality Labs Reality
Meta is already reaping the benefits from AI, even as its metaverse investments seem harder than ever to justify
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Microsoft Earnings, Google Earnings, Snap Earnings
Three sets of earnings, in which AI played a bit of a role, but a less important one than the company’s core products.
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X, Musk’s Motivation, Beats and Big Tech
Twitter has a new name, and it’s past time to wonder why any of us should care.
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Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale
An update on Microsoft-Activision, and then a response to a reader upset at my take, weaved in with commentary about free speech in the context of last week’s ruling about social media moderation.
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Threads and the Social/Communications Map
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
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An Interview with Marc Andreessen about AI and How You Change the World
An interview with Marc Andreessen about COVID, AI opportunities and risk, and a16z’s approach to the future.
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Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal
More on Reddit, including why my previous Update was not so much wrong on details as it was wrong in feeling; plus, how Microsoft might carve the UK out of the Activision acquisition.