‘Software eats the world’, and now it’s eating TV, but then what? Pretty soon software seems to stop mattering, and all the questions become TV questions, fashion questions, or music questions, while tech moves on to something else. 

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Adam Neumann's latest venture shines a light on some of the interesting questions that arise, such as: What is this, what could it be, and can it work? Can this person make it work? As well as, is this the kind of deal we should be doing? Do we understand this?

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What does a light on a restaurant table say about the failure of smart home startups? Or Shein?

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The US is fundamentally rethinking its approach to competition, and M&A, and tech, and big tech buying startups. The FTC trying  to block Meta from buying Within is the test case for all of those. How many interesting problems can we cover in 30 minutes?

When big tech buys small tech

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What does 'focus' mean for a trillion dollar company? Amazon is buying doctors and Apple might be a bank - should we change our assumptions for what these kinds of companies would never do? How does the point of leverage change?

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Five years ago AI was everything, but attention moved on (Metaverse! Crypto!) and ‘Applied AI’ became useful but boring. Now things like DALL-E look cool, but what are they useful for? What’s the second wave?

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Advertising is $700bn - after IDFA and the cookie apocalypse, what else is breaking apart and where do things land?

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The more that governments, regulators, policy-makers and activists demand that tech works differently, the more argument there is, and the more that tech people and companies people say ‘no!’  But what does it mean when a tech company, or indeed any company in any industry, says ’no’? 

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Shein added 60k new products in the last week - double Zara and H&M's total combined stock. Netflix made more shows last year than the entire US TV industry back when it start streaming. What happens when you remove physical limits? What's the feedback cycle?

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What do we mean when we say 'the metaverse'? And what do we mean by interoperability?

It's far more useful to get specific about how we think about the future of the internet. What will it do and not do? How will it work and not work? If we are going to make predictions and be wrong, we might as well be wrong in specific ways.

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