Amazon announces Amazon One: how does it work, and is the underlying technology a good idea?
September 2020
Coinbase’s Clarification, Spotify and Joe Rogan, A Framework for Politicization
Coinbase and Spotify are both grappling with political questions, which is something all companies should prepare for.
Widgetsmith, Apple’s Curation, Google’s Reported Clampdown
The story of Widgetsmith, why Apple doesn’t have to worry about curation, and why Google is happy to follow along.
More Facebook Leaks, The Problem With Groups, The Substack Moment
More Facebook leaks, which show both the upside and downside of Mark Zuckerberg’s control; then, Substack is gaining famous writers, but its success will rest with whoever is next.
Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID
More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.
2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
The TikTok Deal, The Wrong Danger, TikTok Takeaways
The TikTok deal appears to be the worst of all possible outcomes.
PS5 and Xbox, Sony’s Console, Microsoft’s Service
Sony and Microsoft have both released details about their next generation consoles, and their strategies couldn’t be more different.
Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton
Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.