2019
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Apple News Follow-up, What Direct-to-Consumer Publishers are Selling, More on Podcasts: Supporting Cast and Kimberlite
More on why Apple News is both different than Facebook, and yet similar from a publisher perspective. Then, how publishers should think about their business — and Apple News — plus two new entrants in the podcast space.
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The Cost of Apple News
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
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Amazon Acquires Eero, Owning the Home, Amazon Earnings
Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.
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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.
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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.
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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.
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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.
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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.
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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.