April 2021
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Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
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Spotify’s Surprise
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
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Basecamp’s New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.
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Netflix Earnings, Competition and Buybacks, Sony Signs Netflix Deal
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
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App Stores in Congress, Apple’s Arguments, Meta Points
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.
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Podcast Subscriptions vs. the App Store
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
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The European Super League, Apple Music’s Letter to Artists
The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
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Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.