Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
September 2021
Facebook Files, Continued; Misinformation and Vaccinations; Fact-Checking and the Unknown
The Facebook Files continue, and raise a surprising question: what if Facebook’s campaign about misinformation is backfiring?
China’s Power Shortage, The Tech Angle, China and Bitcoin
Understanding the roots of China’s power shortages and its impact on tech; then, why China’s Bitcoin crackdown is good for Bitcoin
Apple Bug Bounties, Apple’s Developer Relations Problem, IAC Acquiring Meredith?
Apple’s bug bounty program failures are emblematic of its larger problems with developer relations; then, why iOS 14 may be connected to IAC potentially buying Meredith
Microsoft’s Surface Event, Facebook CTO Changes
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
Russia, Google and Apple; The App Firewall; Laptop Assumptions
Apple and Google removed apps at the Russian government’s requests, thanks to the App Store firewall.
An Interview with Dan Wang About China’s Tech Crackdown
Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
The Facebook Files, Instagram and Teens, Facebook versus App Stores
The Wall Street Journal’s Facebook Papers provide important evidence about problems with Facebook, even as it highlights the trade-offs involved is any solution.
Apple’s iPhone Event, Apple and California, Additional Notes
Apple’s iPhone event wasn’t particularly interesting, but that’s a compliment to the iPhone’s power in the market and strength in the market. If only Apple’s platform governance were as good.
Apple Makes the Rules, Reader and Productivity Apps, High-spending Gamers
Digging into the implications of the injunction on Apple’s anti-steering provision, and why Apple still has something to lose.