Apple Earnings, Apple the Services Company (for Real!)

Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.

BuzzFeed Followup, The Future is Niche, Atlassian and Bing

BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.

The BuzzFeed Lesson

The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.

Netflix Flexes

Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.

Exponent Podcast: Inverted Pyramids

On Exponent, the weekly podcast I host with James Allworth, we discuss AWS, MongoDB, and the Economic Realities of Open Source. Listen to it here.

Satya Nadella on Microsoft

A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.