January 2020
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Exponent Podcast: It’s Been a Week
On Exponent, the weekly podcast I host with James Allworth, we eulogize Professor Clayton M. Christensen. Listen to it here.
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Epic Systems and Electronic Health Records, Aggregators and Data Portability, Epic’s Privacy Objections
Epic Systems, an electronic health records company, is protesting a mandate that they make consumer health care available via API. Their arguments highlight the tension between interoperability and privacy.
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Apple’s Earnings, Slowing Services Growth, Apple and the Coronavirus
Apple’s surging iPhone sales and slowing services growth suggest that lots of iPhone customers are upgrading. It’s a testament to how strong Apple’s position is that revenue it misses now it catches later.
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The Tragic iPad
The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.
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Clayton Christensen Passes Away, Professor Christensen and I, Kobe Bryant and Measuring Your Life
There is no greater influence on Stratechery than Professor Clayton Christensen, but it is another death — Kobe Bryant’s — that reminds me of what truly matters.
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Netflix Earnings; Self-Production, Cash Flow, and Margin; Netflix’s New Rung
Netflix’s earnings were mostly more of the same, but management’s comments helped explain an interesting connection between cash flow and margin, and showed how Netflix has evolved again.
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iCloud Backups and Encryption; Facts, Principles, and Concerns; Determining Defaults
More encryption news, this time about how Apple holds the keys to iCloud backups. I think this approach strikes the right balance: privacy exists, particularly if you work for it, while acknowledging legitimate societal concerns.
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Clearview AI, The Problem with Scraping, Tradeoffs
Clearview AI is billed as a story about facial recognition, but the most important questions it raises is about scraping. And, by doing so, it reveals how many trade-offs we have yet to confront.
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Exponent Podcast: The Water We Swim In
On Exponent, the weekly podcast I host with James Allworth, we discuss The End of the Beginning. Listen to it here.
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Lime Leaves 12 Cities; Scarcity Amongst Abundance; An Update on Apple, Trump, and Encryption
Scooter companies appear to be struggling, which is not a surprise; still, it is an excuse to re-visit assumptions around ride-sharing in comparison, and an generalizable principle about Aggregation Theory. Plus, an update on Apple versus the FBI.