July 2021
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Netflix Earnings; Netflix and Gaming; Models, Not Mediums
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
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The NSO Group, BlastDoor and Software Bugs, Apple’s Response
The NSO Group’s exploits — and Apple’s vulnerabilities — are interesting in what they say about the nature of software
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TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
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Philosophy and Power; Advertising, Targeting, and Tracking; The Real Winners
Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?
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ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers
Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.
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Google Sued Over Play Store, The Differences Between Apple and Google, Changing the Rules
Google is facing another antitrust lawsuit, this time over the App Store; it’s a more compelling case than Apple v. Epic.