The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built fairly.
Shopify Earnings, Software Self-Awareness, Rebels and the Arms Dealer
Shopify is back to sustained growth thanks to discovering the leverage of software.
Meta Earnings, Measuring Meta’s Spending, Meta Recommendations
Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing constraints on feeds could lead to more efficient recommendations.
Meta’s AI Abundance
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
An Interview with Eric Seufert About the Current State of Digital Advertising
An interview with Eric Seufert about the current state of digital advertising, including Google, TikTok, Meta, AppLovin, Unity, and Netflix, and how advertising will work with AI.
Snap Spectacles, iOS 18 Contacts Crack Down
It’s not clear how Snap is justified in spending money on Spectacles, although AR does make more sense than VR. The reasons why apply to the second order effects of Apple limiting contact sharing.
Enterprise Philosophy and The First Wave of AI
The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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.
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.