The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.
February 2022
An Interview with Intel CEO Pat Gelsinger
An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.
Shopify’s Evolution Follow-up, Spotify Acquires Chartable and Podsights
More on Shopify’s Evolution, including the waning opportunities for niche businesses. Then Spotify builds out their tiered advertising strategy.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
Google Privacy Sandbox, SDK Runtimes, On-Device Targeting
Google’s Privacy Sandbox initiative is vague but has some interesting ideas that may change the whole industry
Roblox Earnings, An Interview with Roblox CEO David Baszucki
Roblox’s earnings disappointed as kids went back to school; CEO David Baszucki, though, is building for the long term, and has for a long time.
Akamai Buys Linode, Akamai’s Strategy, Cloudflare and Disruption
Akamai’s acquisition of Linode makes lots of sense, even if Linode’s customers won’t be happy. The real winner, though, is Cloudflare.
Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)
One more point on Peloton’s poor operations, then more news from the chip industry: Intel makes an acquisition and ARM is on its own.
Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.