What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.
Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge
Nvidia released an earnings warning that was bad on the surface and even worse in the details; one of the reasons to be bearish is the Ethereum Merge.
Passport Update, Independence and Interoperability, Web3 Use Cases
An update on Passport, why independence and interoperability matter to creators, and where Web3 technologies could actually be useful.
What About Bluesky?, Moderation and Control, What’s Next for Twitter
Why my proposal for Twitter is different than Bluesky, more on moderation, and exploring what is next for Twitter
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
OpenSea, Web3, and Aggregation Theory
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
The Great Bifurcation
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
ConstitutionDAO, The Need for Trust, Memes and Reality
ConstitutionDAO is an interesting project to buy a physical good as a community; what is particularly interesting is what it says about the power of actualizing memes
Adobe Max, Photoshop on the Web, Photoshop and NFTs
Adobe Max suggested that Adobe is finally starting to build its products as a service, not just selling them that way. Plus, Photoshop on the Web leans into Photoshop’s complexity, and Photoshop’s NFT authenticity feature is compelling.
Technological Revolutions Follow-up, Crypto and Cheap Energy, The Stratechery 2+ Schedule
The current technological revolution is probably still in deployment, not mature; cypto, meanwhile, is waiting on a key input. Then, the Stratechery publishing schedule is undergoing a big change.