2021
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An Interview with Brad Stone about Amazon Unbound
An interview with Brad Stone about his new book about Amazon, how the company has changed, and his outlook for a post-Bezos future.
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AWS CloudFront Functions, AWS’s Data Residency Whitepaper, Muddles and Mirages
AWS’s responses to Cloudflare are still predicated on an assumption of centralizaion; the truth is in the middle, and the status quo is powerful.
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Cloudflare on the Edge
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
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Roku’s Earnings, Roku and YouTube’s Streaming Ads, Roku and YouTube’s Dispute
Both Roku and YouTube are winning in advertising; Roku, though, wants to win its negotiation with Google, and use PR to do so.
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Market Making and Time Horizons, Clubhouse Struggling, What Did I Get Wrong?
Good morning, Former President Donald Trump, who is not yet allowed back on Facebook, has a new blog! I actually think the format — it’s kind of like a Micro.blog, with Twitter and Facebook share links (but unfortunately no RSS) — is a good match for Trump’s style; more importantly, it’s a good reminder that […]
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Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
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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.