Social
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The YouTube Tip of the Google Spear
I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.
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An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators
An interview with YouTube CEO Neal Mohan about empowering creators while leaning into AI.
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An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl
An interview with Cloudflare founder and CEO Matthew Prince about founding Cloudflare from the bottoms up, and why now is the time to leverage the power that followed to enact pay-per-crawl.
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Facebook is Dead; Long Live Meta
Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.
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An Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons
An interview with Sierra founder and CEO Bret Taylor about his career in tech and the future of AI.
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Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective
Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not interested).
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Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta
Meta’s earnings were received positively by investors, but there were definite causes for concern.
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An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media
An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.
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Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.
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OpenAI’s New Image Model, Graphic Design and Google, More on Security
OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.