In the first of an ongoing series of short form audio essays from Horace, he shares his thoughts on what appears to be the end of advertising as the cheap fuel of the internet.
After guiding us through the boring stuff, Horace compares and contrasts Apple’s Q4 results with Alphabet and Meta’s fundamental issues, shares his thoughts on Apple’s entry into a flawed business, and sounds another alarm about the trouble on the horizon.
Horace touches briefly on Gartner vs IDC, shares why he thinks Apple’s rumored AR/VR offering will have more jobs to do than Meta’s recently announced Quest Pro, and dodges a question.
Horace on Ukraine’s antifragility, rejecting and appreciating asymmetry, betting too early, and choosing the right David.
Horace and Judd discuss Ukraine, Dickens, and corporate planning during a nuclear war.
Horace and Judd on what, at this point, might be motivating Tim Cook, and whether or not Putin is getting good advice.
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