Good morning, I have long been very focused on identity; it’s one of the reasons I was a very early Facebook bull in the consumer space, but the concept is equally if not more important in the enterprise space. Owning identity was one of the keys to Microsoft’s dominance, but the shift to cloud apps,Subscribe […]
2022
MLS on Apple TV, The MLS Perspective, The Apple Perspective
MLS agreed to a 10 year deal with Apple; exploring the details, what it means for MLS, other sports, Apple, and bundling.
NESN 360, NESN and vMVPDs, Cable and the User Experience
NESN, the regional sports network that shows Red Sox games, is going over-the-top, but its appeal may be limited. Plus, reflecting on Cable’s Last Laugh.
Zero-COVID and Free Speech
Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.
An Interview With Babylist Founder and CEO Natalie Gordon
An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.
More on CarPlay, Car Makers and Phone Carriers, TSMC’s Annual Meeting
Diving into Apple’s CarPlay announcement suggests that Apple is more interested in recruiting car companies than in proposing something new; then, TSMC doubles down
Apple WWDC, M2, Additional Notes
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
Airbnb Categories; V1, V2, and Categories; AirCover for Guests
Airbnb’s Summer 2022 Summer Release is compelling both in terms of product and also strategy.
An Interview with Michael Nathanson About Streaming and Digital Advertising
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.