All Episodes
Another Podcast — 97 episodes
What jobs are AI jobs?
The end of the network effect
AI and SaaS
How does OpenAI compete?
The AI presentation
A double episode: AI differentiation, and Apple does F1
Looking for AI strategies
Ai eats the world
From SAAS software to Formula 1
Google's Antitrust case
The AI summer
Looking for AI use-cases
Tiktok, Apple and Temu
Google Gemini and AI bias
Breaking and remaking media
Apple's Vision Pro
What's your AI strategy?
AI and Everything Else
LLMs, links, and the death of links
Bundling/Unbundling AI
The magic customer
Unbundling ChatGPT
Threads
Vision Pro, two weeks on
Apple Vision
Working out AI questions
Buzzfeed News, Reddit and OpenAI
Metaverse and crypto - beyond the BS
AI, copyright and collective knowledge
GPT-4 is here, now what?
The right questions to ask about TikTok
Amazon's $40B advertising business
ChatGPT versus Google
Generative search
Generative AI
Why are chips interesting again?
No Soup for You! Regulating tech M&A
ChatGPT and the Imagenet Moment
All the other things happening in tech part 1.
The FTX face-palm
How many metaverses?
Wondering about generative AI
Figma, unbundling and $20bn of antitrust
TV after software
A new wave of company creation
Lighting and tech diffusion
The FTC's antitrust thesis
When the point of leverage changes
Remember AI?
What's next for advertising?
Three ways to say no
Shein, TikTok and Netflix - thinking about limits
Metaverse - how to be wrong in the right way
Stories in the noise
Netflix isn't a tech company
The future of Twitter
Are you a seal?
The Evolution of networks
Ukraine
Talking about crypto
The retail reset
Asking the dumb questions
What we know about web 3 so far
How to think about tech
The Meta reality
Metaverse - beyond the buzzword
Regulation - Who will notice?
Apple's metronome
Games and Roblox
Telcos and Tesla
Creativity and Optimism
'Digital transformation' - beyond the silly slogan
Tech in china, from inside and outside
The Business of publishing
Paying attention to Apple again
Trying to understand Ad Tech
App stores: arguing like it's 2009
Who's in the office? Notes on a year of remote work.
Shopify and digital transformation
Clubhouse and the endless cycle of social apps
Bezos and the Amazon machine
Telling stories with charts
Why do we care about games?
Two Europeans talk about China
There's no such thing as data
The history of doom-scrolling
What comes next?
The FTC and Facebook
Slack, Salesforce and the future of work
F1 - the plane that never takes off
The acceleration of ecommerce habits
The paradox of Apple
Is content moderation a dead end?
How do you destroy a tech monopoly?
Amazon and eCommerce
What the Apple and Facebook events tell us about their product cycles
Is Europe a market?