Aaron Wall

on Waymo CEO to Automakers: Your Future Is Tied to Us

“There are big issues in the car manufacturers shifting from upfront payments to x cents per mile.
1.) Much of the profits in autos come from consumer financing & selling warranties. 
2.) They go from getting the money upfront to waiting years to break even.
3.) Google is notorious for business deals [in which] the terms of the deal change after Google gains leverage.”

Gregg Spiridellis

on How Apple’s New AR Software Could Shake Up the App World

“The ability to inject content into the world around us is the single most exciting development for storytellers since the web first enabled independent creators to bypass gatekeepers and reach a global audience. The fact that core AR technologies will platformed and accessible to anyone will unleash a fountain of developer and artist creativity. It’s a very exciting time to be in this business!”

George Gilder

on How Digital Execs Learned to Stop Worrying and Love the Banner

“Stop calling all this spam souffle’ “ads”. Whether banner or popup or glazed video poop, they are all value-subtracted. Nobody wants to see them. That means they are “minuses,” or maybe just “mines.” Any company that depends on them, whether Snap, FaceBuzz, or AlphaGoog, is going to fail.”

Salil Dalvi

on Why Apple and Facebook Should Spend More on Video

“Apple should try to avoid getting sucked too deeply into a content arms race, and focus on building strong strategic positions in video. ”

Sergei Burkov

on How Former BlackBerry Security Specialists Aim to Solve Quantum Threat

“The threat from quantum computing is that corporations would waste millions on defense from attacks by non-existent machines. There are no quantum computers yet, and no one knows when/if they arrive. ”

Ian McDonald

on Will Snap’s Bet on the Cloud Pay Off?

“Snap should be getting massive discount, and not have a fixed commitment. I know of multiple firms that have negotiated what would seem to be better deals with the three main cloud providers- big discount if you achieve volume, rather than being locked to a fixed dollar sum.”