Themes

Apple’s September quarter results and commentary around the December quarter played out as expected, with favorable demand being muted by tight supply. Under the headline that the supply headwind will worsen in December, pushing demand into March, is the reality…

Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.

Tesla’s September quarter results reveal a company that is defying the odds around demand and profitability. Deliveries were up 73% while the top five automakers were down 27%. Gross margin ex-credit was a record 28.8%, up from 25.8% in June.…

This piece was originally published on Doug’s Substack, Uncomfortable Profit. Any idea that touches gender or race is uncomfortable. It’s easy to devolve into political and ideological beliefs when you talk about the most powerful components of personal identity. But…

For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…

This piece was originally posted on Doug’s blog, Uncomfortable Profit.  Imagine a world where you bought a new $200 pair of Genesis Jordan 1s. Nike validates your ownership of those Jordans on the blockchain. When the next pair of Jordans…

Earlier this week, Facebook announced that Andrew Bosworth, the current head of Facebook Reality Labs (hardware and VR division), will become the company’s CTO, reporting directly to Mark Zuckerberg. Bosworth will replace Mike Schroepfer, who is moving to a senior…

This NFT market overview was originally posted on Doug’s blog, Uncomfortable Profit.  I’m more certain than ever that 95%+ of NFT projects are zeroes, but that the NFT space is still going to be bigger than almost everyone realizes. The…

Speed matters when it comes to navigating the 5G rollout. Average 5G speeds in the US have improved in the past year, yet still lag, with average US 5G download speeds currently at 65 Mbps. Speeds that will motivate consumers…

For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…

Everything is a remix. According to the series by Kirby Ferguson, creation requires influence. Everything that is made is a remix of pre-existing creations. Whether fair or not, covers and knockoffs are two forms of a legal remix. The process…

Lately, I’ve been thinking of a framework to use to better understand the different in-game monetization strategies and how they may ultimately apply to the Metaverse. Today, whether games are free-to-play or require a full game purchase, there are two…