Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.
Spotify and Podcasts Follow-up, Apple and Podcasts, Luminary and Himalaya
More on podcasts, including why I’m cautiously optimistic, plus Apple’s missed opportunity, and why I’m skeptical of startups in the space.
Exponent Podcast: Why Exponent Isn’t On Spotify
On Exponent, the weekly podcast I host with James Allworth, we discuss Spotify’s Podcast Aggregation Play. Listen to it here.
Spotify’s Podcast Aggregation Play
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
Google “Other Bets” Follow-up, Angela Ahrendts Out at Apple, Microsoft Earnings
Does Angela Ahrendts’ departure from Apple signify a pivot in retail? Then, Microsoft’s earnings highlighted how the company has benefited from its focus on being a horizontal company.
Google Earnings, Other Bets Compensation, 30% and Smartphone Competition
Google’s Earnings are increasingly problematic because the company doesn’t break out critical information about its business. Then, Other Bets compensation, and why Google’s 30% App Store take shows Apple’s power.
Exponent Podcast: Vigilante Justice
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple vs Facebook (and Google!). Listen to it here.