Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing ...

On the business, strategy, and impact of technology.

Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.

Generative AI is clearly a big deal, but the biggest winner so far is Nvidia, in one of the clearest examples of the picks-and-shovels ethos on which San Francisco was founded: the most money to be ...

Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for ...

Netflix's margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its ...

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