Bytedance

An Interview with Matthew Ball About the Gaming Slump

Friday, January 31, 2025

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.

TikTok Ban Approaches, Generational Implications, Xiaohongshu

Wednesday, January 15, 2025

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The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon

Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers

Wednesday, April 24, 2024

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First, the theoretical case for why Meta’s approach to VR is more likely to succeed, then, which companies should acquire TikTok

Congress Considering TikTok Ban, TikTok’s War, What Now?

Monday, March 11, 2024

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A bill to ban TikTok is suddenly moving through Congress, and TikTok is helping to make the case. The big question is if ByteDane is willing — or able — to ultimately go along with it.

An Interview with Bill Bishop and Andrew Sharp Checking In on China

Thursday, November 16, 2023

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An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.

Meta Earnings; Reels Reaches Revenue Neutral; The Temu and Shein Effect

Monday, October 30, 2023

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Meta’s crushed earnings again, but some of the company’s recovery over the last year should be attributed to Temu and Shein subsidies.

Threads and the Social/Communications Map

Tuesday, July 11, 2023

Understanding Threads and its threat to Twitter means understanding the current landscape of social media.

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

Tuesday, March 14, 2023

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Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.

An Interview with Eugene Wei About Streaming and Social Media

Thursday, November 3, 2022

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An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.

Meta Myths

Monday, October 31, 2022

Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.

The Present and Future of Cooper Flagg, One BULLSEYE! Oversight, How to Care About the NBA

An Interview with Matthew Ball About the Gaming Slump

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

The Present and Future of Cooper Flagg, One BULLSEYE! Oversight, How to Care About the NBA

BULLSEYE! Ja Morant, SGA, Evan Mobley, and the Other Stars Under the Microscope as the Playoffs Approach

New Siri Leadership

Vacation: March 31st to April 3rd

An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI

OpenAI’s New Image Model, Graphic Design and Google, More on Security

The Present and Future of Cooper Flagg, One BULLSEYE! Oversight, How to Care About the NBA

BULLSEYE! Ja Morant, SGA, Evan Mobley, and the Other Stars Under the Microscope as the Playoffs Approach

New Siri Leadership

An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI

An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company

An Interview with Tailscale Co-Founder and CEO Avery Pennarun