The whole Threads saga has been a whirlwind. At the beginning of the month I asked if Threads had already won. At the end of the month, I’m wondering if the clock is ticking in terms of their chances of survival. Generative …
Meta’s earnings say, hey, let’s just forget the last two years even happened. Is the next iPhone about to get an “action” button? What does it mean if Waymo is basically hitting pause on self driving trucks? Checking in on S…
All the headlines from the big Galaxy Unpacked event today. This was the foldable event, but there were interesting watch announces too. Quick earnings roundup. Threads gets a follower tab. And the group that wants to battle…
Twitter. The Arc Browser is now available for anyone to try out. And if you think Elon likes to have his hand in a lot of pies, a look at the increasing, and increasingly ambitious portfolio of Sam Altman-related companies.
Elon makes good on his promise to rebrand Twitter as… X. Moar price hikes in streaming! Worldcoin has officially rolled out its token, so long as you’ve scanned your eyeball. Let me introduce you to the Flipper Zero. And sho…
Reddit is choosing violence with their biggest holdouts. More data on the ebbing of Threads usage. AI seems to be bringing Sergey Brin back into the office. Why you should be getting your paycheck quicker. And an Oppenheimer…
Rumors that Apple already has an LLM framework and their own generative chatbot. Google is shopping an AI bot that can write news stories to various journalism outlets. Has GPT-4 actually gotten dumber of late? More streamin…
Microsoft announced aggressive pricing for their AI products and got rewarded with an all-time high stock market valuation. More price aggression in the streaming wars. Meta released Llama 2. Google is asking for employees t…
It’s been… two weeks. Let’s check in on how Threads is doing. Streaming players continue to raise prices. Microsoft still plans on fighting for its prize. Are the incumbents winning the AI race? And the interesting startup t…
Sony and Microsoft have made nice. Bitcoin ETFs continue to look like a possibility. How the Vision Pro is shaking up Apple’s org structure in a meaningful way for the first time since the Steve Jobs Era. And why Netflix’s r…
Elon has made good on his promise to share ad revenue with some big Tweeters. The fact that you can’t use Threads in Europe continues to be weird. Meta unveils a new AI image generator that they say is significantly smaller …
Elon has launched his own AI company with some pretty big names involved. The FTC will appeal! Roblox is coming to Zuckerberg’s metaverse. Meta does plan to commercialize LLaMA. And a cool new “do a napkin sketch and have AI…
A big win for Microsoft leads critics of FTC chair Lina Khan to come out of the woodwork. Anthropic has released its Claude 2 chatbot. Say hello to the Nothing Phone (2). And while the market caps of the big players might ha…
Could Massachusetts pass the first meaningful anti-tracking law in the country? With social media in transition, what’s the lane for someone like Tumblr? Instagram is going after Twitter, but is someone coming for Instagram …
Time to get worried about your Evernote files. Looks like Meta won’t have to leave the EU. OpenAI has a new product that people are raving about. More analysis of if AI can be useful to doctors. And I’ll tell you the one sim…
It’s been my job for over a decade now to analyze the competitive landscape of the tech industry, and I’ve simply never seen anything like what Threads has achieved in less than 48 hours. Though, Elon is threatening to sue. …
Chaos at Twitter emphatically did NOT take the 4th of July weekend off. Instagram’s Twitter clone looks like it’s going to take advantage of this chaos to launch now. The Reddit app apocalypse has happened. Oh, and the mods …
Originally published April 2015
It’s part two of our Amazon founding story. How did Amazon come to completely dominate e-commerce? How did Jeff Bezos’ “Get Big Fast” strategy evolve? How and why did Amazon become the quinte…
Finally, the long-promised foray into e-commerce, starting with… not the first… but practically the first… player in the space… and ironically enough, the 800 pound gorilla in the space to this day. Amazon. Dot com. We exami…
Second time the charm for Apple to close above $3 trillion? Google says it will remove news links in Canada. Meta will allow you to download apps directly from Ads. Self driving cars are giving cops more surveillance tape. A…
Satya Nadella had his day in court. Looks like the FTC is finalizing its big case against Amazon. YouTube has advertisers asking for refunds. Big new interesting raises in the AI space. And ahead of the Fourth of July travel…
Even in bankruptcy, even FTX is like, maybe we’ll hold on to these AI investments. Could Windows itself become a fully cloud product? Has Google canceled its AR project? How AI is making even Billy Bean look like old school …
Checking in with the FTC vs. Microsoft case. Checking in with the effort to recover funds from FTX. What if OpenAI did its own Copilot? Would Microsoft be pissed? And reviews of the Pixel Fold include one reviewer’s unit dyi…