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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Elon made a lot of noise this week, but what else was going on? We chat about half a dozen things that happened in tech this week, all of them more interesting than the bird company. 

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Netflix missed its numbers, but what's really going on in streaming? Is this a tech company, and does it have winner-takes-all effects? Or are all the questions to ask really about television? And whatever happened to the Apple TV?

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Elon is on manoeuvres, but what are the problems? Has he thought about this at all? Why has Twitter always been such a mess, and why is it such a tiny company?