These Are the Goods

Posted April 2, 2023 by Michael Batnick

Articles

In under a year, OpenAI has gone from under-the-radar and unsure-how-to-monetize to one of the most potentially dominant strategic positions and business models in the history of tech. (By Packy McCormick)

I knew I had just seen the most important advance in technology since the graphical user interface. (By Bill Gates)

Bank runs do not start from information available in a 10-K. (By Steven Kelly)

They are not computing as we have previously understood it; they are shockingly human in their way of “thinking” and communicating (By Ben Thompson)

It turns out fame, like power, is an addictive substance (By Scott Galloway)

Tech skills will continue to be in high demand. But tech jobs will become less safe and, for many, less rewarding. (By Dror Poleg)

Sometimes getting exactly what you wanted can lead to unintended consequences. (By Ben Carlson)

Podcasts

Sitting here today, that advantage is not there anymore (With Patrick O’Shaughnessy and David Einhorn)

Outspending Netflix and Amazon (With Matt Belloni and Lucas Shaw)

Remind me where we were because I go off on tangents like you do (With Barry Ritholtz and Cliff Asness)