Cloudfare finally pulled the plug on the Daily Storm. It may have been an easy call in isolation, but the implications highlight the inevitable push towards regulation online.
August 2017
Disney Shifts to Streaming, Disney Versus Netflix, ESPN
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.
Benchmark’s Letter to Uber Employees, Is Benchmark Right?, Intel CEO Leaves Trump Advisory Board
Follow-up on Benchmark’s suit against Uber, and then why it is time for tech to draw the line with President Trump.
The Uber Dilemma
Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
Apple and the Oak Tree Follow-up, Is HomePod Late?, Apple Earnings
More on Apple’s earnings, China prospects, and HomePod’s potential beyond simply being a speaker.
Apple and the Oak Tree
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.
Amazon Earnings, Amazon Logistics Services?, Netflix Earnings
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.