An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.

Peters is emphasizing the point I highlighted last earnings: Netflix’s share of hours is significantly higher than its share of revenue, which means the company has headroom for growth, not just in ...

Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.