Social
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An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
An interview of me by Craig Moffett, Michael Nathanson, and Michael Morton about what an AI re-alignment in tech might look like, Meta’s spending, the realities of scale and the challenges in regulating Aggregators, the current state of the bundle, and a few other additional questions from the audience.
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The Great Flattening
Apple’s iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; the question is what it leads to next.
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Meta and Reasonable Doubt
Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making.
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Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
First, the theoretical case for why Meta’s approach to VR is more likely to succeed, then, which companies should acquire TikTok
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Reddit S-1, Reddit’s Prospects, Reddit Grows Up
Reddit’s S-1 shows numbers that are moving in the right direction, even if the scale of the company’s money-making opportunity isn’t clear.
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Congress Considering TikTok Ban, TikTok’s War, What Now?
A bill to ban TikTok is suddenly moving through Congress, and TikTok is helping to make the case. The big question is if ByteDane is willing — or able — to ultimately go along with it.
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India and Gemini, Ten Blue Links, The Complicity Framework
Gemini got all of AI into trouble in India; how did this particular mistake happen? Then, Google may have been more dependent on 10 blue links than anyone realized, and a proposal for solving “AI Safety” issues through product decisions.
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An Interview with Eric Seufert About Meta at the Top
An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
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Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook
Meta’s earnings were the mirror image of its disaster five quarters ago: both then and now Meta announced plans to spend far more on AI, but this time they gave investors reason to trust them.
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Substack and Platformer, Moderation and Infrastructure, Bars and Culture
Substack appeared to back down after its latest controversy, which was probably inevitable in the current climate. That makes it even more important to protect infrastructure.