AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
Airbnb is eliminating fees for guests, a change that is both overdue and also additional evidence that the company has been moving too slowly to secure its Aggregator position.
On Exponent, the weekly podcast I host with James Allworth, we discuss China, Leverage, and Values. Listen to it here.
A response to The Problem with Ben Thompson’s ‘Aggregation Theory’, and why the Internet really is different (this Daily Update is freely accessible)
Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm
If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.
What went wrong with Uber’s IPO, and why the trend to stay private longer is problematic for everyone involved.
Disney has acquired control of Hulu, and has structured itself to take full advantage. Other streaming services, though, are not nearly as well-positioned.
The antitrust case against the Apple App Store is going to move forward. It’s the wrong decision, and the reasons why explain why new legislation is needed.