Hi you,
I’m spending the holidays in Palm Springs with three generations of family ranging in age from three to 77. As you read this, I’m probably crafting cocktails or chopping veggies or figuring out how to put veggies in my cocktails so they count as a meal. Mostly, I’m proud that I’ve prepared my Wi-Fi network for this influx of demand. Mesh networks, for the win!
Wherever you are, I hope you’re able to wind down from 2022 with people you love (and Wi-Fi you can depend on). Thanks for being in this electronic postal relationship with me and for opening these messages. I know there’s a lot of competition for your inbox attention, and I don’t take yours for granted.
In this dispatch, I’m going to project some hopes and expectations for 2023. Note, there may be some serious divergence between what I want to see happen, and what I expect to see happen.
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Holiday predictions from across Silicon Valley, on the passing of Twitter, a new low for web3, Meta vs. Apple, and the true dawn of A.I.
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If there is one omnipresent theme that connects all of our work here at Puck, it’s that change is the single constant in our economy and culture. Silicon Valley, like politics and the media business, follows its own sine wave of hype-driven manias, with investors all piling into the next big thing—Mobile gaming! Gig economy! Internet-of-Things! Self-driving cars! Web3!—only to hit a wall, reset, and resume the journey with just a touch of humility. In that spirit, let me use this last column of the year to make a few predictions about which technologies and companies (and people) were the most overhyped, which still have promise, and what might come next...
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FOUR STORIES WE'RE TALKING ABOUT
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A look back at what we learned from Hollywood’s streaming annus horribilis.
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A conversation with the Kenyan ambassador about playing China against the U.S., Africa’s debt, and more.
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Unpacking the U.S.’s TikTok challenge, the next phase of the Ukraine war, and more.
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Digging through the explosion of litigation stemming from Musk’s Twitter takeover.
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