Magic Leap May 22nd, 2023. Meta Looking at Magic Leap as AR Supplier, Meta’s AR/VR Positioning, Apple Reality Headset BOM
July 24th, 2026: Alphabet 2Q26 Earnings, The Line in the (Alphabet) Sand, The Alphabet Capex Question
July 23rd, 2026: Netflix 2Q26 Earnings, Netflix’s Shaky Explanation for Engagement, Netflix Management Is Losing Credibility
July 22nd, 2026: Revisiting Why Apple Isn’t Replicable, Apple Intelligence Approved for China, Apple Raises iPhone Prices in Japan
