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 Bajarin About Smartphones, AI, and Intel
An interview with Ben Bajarin about AI’s impact on the smartphone market, including the differing strategies between Apple and Google. Then, a long discussion about what to do about Intel.
An Interview with Google SVP Rick Osterloh About Pixel, Android, and Smartphone History
An interview with Google SVP Rick Osterloh about the Made with Google event, and understanding the company’s approach to Android and Pixel in the light of smartphone history.
Integration and Android
The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation.
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.
Google I/O, Google’s Strengths and Weaknesses, AI Search
Google’s I/O had impressive parts and less impressive ones, depending on how much innovation was required. The most important news, though, was the intense focus on transforming search.
OpenAI’s Spring Event, GPT-4o, OpenAI and Apple
OpenAI launched GPT-4o, and the killer feature is speed. Then, news of an OpenAI partnership with Apple raise questions about the strategic priorities of both companies, as well as Google.
Google Earnings, Google’s Re-Org, Google’s True Moonshot
Google’s earnings made a strong case for the positive impact of AI on the company. Meanwhile, it’s recent re-org raises the possibility that Google might actually make devices a real business.
Meta and Open
Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
An Interview with Hugo Barra About a Career in Tech and the Future of VR
An interview with Hugo Barra about his career at Nuance, Android, Xiaomi, and Meta on the Oculus team, with an extended discussion about the Vision Pro.