STMicro studies This autumn internet income up 0.2% YoY to $3.33B, working earnings down 66% YoY to $125M, and forecasts Q1 2026 internet income of $3.04B, above $2.92B est. (Christina Kyriasoglou/Bloomberg)

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Gokul Rajaram – Classes from Investing in 700 Corporations

The main vacation spot to find out about enterprise and investing. We do that by showcasing distinctive expertise and concepts.

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Huge Expertise Podcast:

Is AI Killing Software program? — With Bret Taylor

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Channels with Peter Kafka:

Operating a Newsroom in Minneapolis + Find out how to Make a Sport of Thrones For Much less

Media and tech aren’t simply intersecting – they’re totally intertwined. To know how these worlds work, Peter Kafka talks to trade leaders, upstarts and observers.

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Acquired:

The NFL (2026 Replace)

Study the playbooks that constructed the world’s best corporations – and how one can apply them as a founder, operator, or investor.

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The Discuss Present With John Gruber:

‘A Mitigated Catastrophe’, With Daniel Jalkut

The director’s commentary monitor for Daring Fireball. Lengthy digressions on Apple, expertise, design, motion pictures, and extra.

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Particular Version: Key findings from the Microsoft AI Diffusion Report

Microsoft Vice Chair and President Brad Smith speaks with leaders in authorities, enterprise, and tradition to discover probably the most vital challenges on the intersection of expertise and society.

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