There is no point to having a large backlog because the bigger the backlog, the higher the unvalidated assumptions, and the lower the chance that it creates any customer value. I have made too many mistakes assuming that something is valuable, when nobody cares about it. A large backlog should be looked at with an extremely high degree of skepticis... See more

Naughty Dog's The Last of Us Part 2 was created at $220 million with nearly 200 staffers. Meanwhile, Guerrilla Games' Horizon Forbidden West set back Sony $212 million with 300 employees on the project.

I worked on Google Maps monetization, and then on Maps itself.

Monetization was a dismal failure. I don't know how well they're doing now, but Maps was a gigantic money-loser, forever. I'd be a little surprised if it didn't still lose money, but maybe less. I don't what those "pin ads" cost, but I'd bet it's way less than a search ad.

If you don't be... See more

Internally at OpenAI, insiders say that disagreements had emerged over the speed at which Altman was pushing for commercialization and company growth, with Sutskever arguing to slow things down. Sources told reporter Kara Swisher that OpenAI's Dev Day event hosted November 6, with Sam front and center in a keynote pushing consumer-like products was... See more

Very early, I had a teacher who told me, “You have to choose carefully what you want to say. You can’t just say everything is wrong. People won’t like it.” So, I praise a lot of people all the time. I say what is good. I could stand on stage and say, “You are all ignorant,” but I don’t. I say, “I don’t know either.” So, I think it’s best to avoid t... See more

But until Substack makes it clear that it will take proactive steps to remove hate speech and extremism, the current size of the problem isn’t relevant. The company’s edgelord branding ensures that the fringes will continue to arrive and set up shop, and its infrastructure creates the possibility that those publications will grow quickly. That’s wh... See more

The case board, inspired by HBO show True Detective, originally featured free placement of clues and gated progress until players found a specific answer, but this led to high player frustration. Remedy shifted to a board that featured more questions with easier answers, leading to more dopamine hits with players, and finally scrapped free clue pla... See more

The key to spice trade is TINA - There is no alternative - in financial terms. The largest form of investment in Middle Ages had been farmland with average ROI of c.a. 7-8 percent but no guarantee (wars, diseases, crop failure). The ROI of spice trade was 200-300 percent over similar period.

So if you wanted double you capital it was either spice tr... See more

OK fine, but aren’t calls to ban Nazis a slippery slope? If Substack caves in here, there will be no end to what people like you call for them to remove.

The slippery-slope argument here is based on the fantasy that if you simply draw the right line, you will never have to revisit it. The fact is that we are constantly renegotiating the boundaries ... See more