A supply-chain “strike force”, and the problem with allies

Shortly after election, US President Biden enacted an executive order to perform a 100-day review of critical supply-chains. The report was released in June, and one of the outcomes of the report was a trade “strike force”, which is supposed to look for anti-competitive practices that have hollowed-out the US supply chain for a number […]

Latin America Is Swinging Left

Usually, when we get news of politics in Latin America, it’s about one of the dictatorships and a stolen election. But recently, some of the more stable, democratic countries have started to make choices that look odd from the outside. First, there was a presidential vote in Peru a few weeks ago, and the two […]

The Quad

No, I’m not talking about the square at your university. Back in November, I pointed out that one of the key unknowns for the next four years was going to be Biden’s stance on China (“What will a Biden presidency mean?”, newsletter #52). We’re starting to get answers to that question. In addition to his […]

National Tech Wars

It’s been clear for a while that the major world powers are going to need to do something about securing their own technological future in a world of competing nation-states (“The resurgence of national tech wars,” newsletter #53). One of the things that has come out of the global pandemic, beyond the generic need to have […]

Isn’t Everything Personalized Yet?

The company of which I’m CEO, Linius Technologies (ASX:LNU) has some pretty amazing video technology, and one of the things we often talk about is that everything on the Internet, except for video, has been personalised. The personallzation of your own TV channel is one of the things we enable, and we’re the only ones […]

The Advertising-Tech War Continues

The advertising world is already throwing a tizzy based on the decisions that Apple and Google have made around cookies; so much so that the big boys are rolling their own add solutions (“What’s a monopoly?” newsletter #61). Recently, both sides upped the ante. Google announced that they would stop selling ads based on tracked website […]

An Update on Basic Income Experiments

Last year, I wrote on preliminary results from Finland’s basic income experiment (“Preliminary results from Finland’s basic income experiment … social ‘science’ is hard,” newsletter #30). Two things have happened since then. First, the final results have come out.* Second, a city in California, Stockton, has conducted a similar experiment. The final results of the Finnish […]

On scarcity, ubiquity, and value; or, what is an NFT?

The last few weeks, “NFTs” have been all the rage. So far, the US National Basketball Association Top Shot product from Dapper Labs has had over $230US million in sales. And there’s purportedly another $150 million in NFT art. Some of these things may be bubbles, but I do think there’s something real going on […]

Australian news war escalation

It looks like Australia is going forward with their ridiculous news law (“If Australia doesn’t get their act together, they may lose all news”, newsletter #44). It passed their House of Representatives this week, and looks set to pass the Senate. It’s perfectly reasonable to have a discussion around how to save news; and it’s perfectly reasonable […]

Warner’s zero-day theatrical window

Last month I took note of Warner’s experiment to remove the theatrical window for all movies coming out in 2021 (“Are we witnessing the death of the cinema,” newsletter #58). A few weeks ago the first movie in this experiment, The Little Things, came out — and I think Warner is going to view it is a […]

Is it a robot, a vehicle, or a drone?

There’s been a lot happening in the autonomous vehicle space (including a fresh $2 billion round into Cruise, which included Microsoft). But one interesting question is, where do we draw the line between a vehicle and a robot? Or, put another way, when we think of the autonomous-vehicle market, what counts as a vehicle? A few […]

The on-going game with China

Perhaps the biggest thing to happen last month was that the US declared China’s treatment of the Uighurs as genocide. To be honest, I don’t know how much freedom the US State Department has in making this sort of declaration. Was it something the State Department did independently? Or was it a last-minute poke at […]