Events
-
An Interview with Dan Wang About the China Chip Ban
An Interview with Dan Wang about the China chip ban, the Party Congress, and China and his views of China have changed over time.
-
Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
-
An Interview With Replit Founder Amjad Masad
An interview with Amjad Masad, the co-founder and CEO of Replit about Replit’s long-term potential, Masad’s background growing up in Jordan and how that made him a fighter, whether Replit has a future in the enterprise, and coding with AI.
-
Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier
Netflix’s numbers were up, and so were the mood of its executives, who are back to being bullish about Netflix’s growth opportunities and competitive position.
-
Microsoft Full Circle
Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
-
An Interview With Daniel Gross and Nat Friedman about the Democratization of AI
An interview with Daniel Gross and Nat Friedman about the decentralization of AI, the story of GitHub CoPilot, where Stable Diffusion came from, and why software will finally become truly deflationary.
-
An Interview With Instacart CEO Fidji Simo About Big Ambitions
An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.