Nike on Amazon; Nike's Disastrous Pivot; Inevitability, Intentionality, and Amazon

Nvidia Earnings, Nvidia's China Argument, NVLink Fusion

An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust

The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality

Claude 4, Anthropic Agents, Human-AI Agents

OpenAI Acquires io, OpenAI's Strategic Positioning, Apple's Worsening AI Problem

Google I/O, The Search Funnel, Product Possibilities

The Agentic Web and Original Sin

An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism

An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

Airbnb's New App, Experiences and Services, Chesky's Founder Mode

OpenAI Restructuring, Microsoft's Rights, Simo and Windsurf

An Interview with SAP CEO Christian Klein About Enterprise AI

Microsoft Earnings, Microsoft's Core Capability, Amazon Earnings

Meta Earnings, Meta's Deteriorating Ad Metrics, CapEx Meta

Platform Power Is Underrated

Apple Held in Contempt, The Crux of the Case, The Takings Clause

An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media

Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons

Intel Earnings, TSMC Earnings

Google Earnings, Search and AI, Building AI Products

An Interview with Eric Seufert About Digital Advertising During Political Uncertainty

Netflix Earnings, Netflix's Growth Plans, Ads and Price Segmentation

Apple and the Ghosts of Companies Past

Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception