Nilay Patel
A perfect out-of-context tweet.
Nilay Patel
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Nilay Patel
An all-time mumble.
It is incredible that SBF keeps talking, especially since it does not seem to be convincing anyone.
Nilay Patel
Netflix should have bought Wordle, says CEO Reed Hastings.
Netflix’s move into gaming is less about upselling things like weapons and gear and more about engagement, Reed Hastings told Andrew Ross Sorkin at the NYT DealBook conference. What would have been the perfect game for that?
I berated our M&A team that we didn’t buy Wordle, that would have been perfect for us.
Nilay Patel
Mark Zuckerberg says Reels is about half as big as TikTok.
Zuck is speaking at The New York Times’ DealBook conference today, and said that Reels is growing, according to Meta’s internal metrics.
It’s hard to track how we’re doing against TikTok, but metrics suggest Reels is half the time of TikTok globally, outside of China. We don’t aspire to be half of anything but that’s better than we were a year ago.
That’s quite a bit different than the picture painted by The Wall Street Journal in September: it reported on internal Meta docs that indicated Reels usage on Instagram was less than one-tenth the size of TikTok.
Nilay Patel
Bose is thinking about subscription features for headphones.
I talked to Bose CEO Lila Snyder on Decoder this week, and in addition to asking about the limits of Bluetooth and competing with Airpods, I asked if she’s thinking about adding subscription features to headphones. Here’s her answer:
Are there features and functionality that maybe not everybody wants or needs, but is highly valuable to some? Can we deliver that in an over-the-year capability that could lead to a subscription model? We’re for sure thinking about that.
More in the full episode, which was a really fun conversation:
Has sound quality taken a back seat to convenience?
Nilay Patel
Nilay Patel
Here’s the electric G-Wagen, spinning in a circle.
Mercedes has been teasing the 2025 EQG for a minute but Motortrend got to take a ride in a prototype last week, complete with overheated lines like “it is the most complex EV in the world in terms of the code controlling the drivetrain,” which, sure. But also: spinny!
Nilay Patel
Elon’s pretend naiveté about Apple and the App Store is very funny.
Twitter is an important company with a wildly important app on Apple’s platform — it is a dead certainty that the two companies had a relationship prior to Elon’s arrival. I know this because I’ve asked Twitter’s former head of product about it on Decoder, and he told me they weren’t in the business of skirting platform rules. Whatever communication Elon is claiming Apple sent about Twitter on the App Store was probably part of the regular flow... but Elon fired everyone who knows that. Whoops.
Nilay Patel
In America, no one has to buy what you’re selling.
This Elon tweet feels like the run-up to a bigger App Store fight with Apple, but let’s first marvel at how silly it is.
See, it turns out that the online advertising market is reasonably competitive, unlike the market for “EVs with a good charging network” and “US-based rocket launches.” And when markets are competitive, customers like Apple can easily vote with their dollars to signal that brand safety is important to them.
Welcome to hell, my guy.
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