2019
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The Google Squeeze
Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.
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Exponent Podcast: Principle Stacks
On Exponent, the weekly podcast I host with James Allworth, we discuss Tech and Liberty. Listen to it here.
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Microsoft Ignite, Azure Arc, Additional Insight Announcements
Microsoft’s Ignite keynote and announcements show a company that is back to the same strategy it has always had, just one a new value chain.
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Google Buys Fitbit, Why Fitbit is a Good Idea, Why It Isn’t
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.
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Apple Earnings, iPhone Pricing, Additional Notes on Apple’s Earnings
Apple had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.
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HBO Max, AT&T’s Challenges, The Streaming Battleground
AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.