2023
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Unity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions
Unity announced a sudden change to its business model. It makes some sense, but the implementation and communication were terrible, which is becoming a pattern.
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An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.
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Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
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Charter-Disney Winners and Losers
Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins
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The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions
Huawei’s new smartphone with a 7nm chip shouldn’t be a surprise; understanding why explains why the U.S. shouldn’t over-react.
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Amazon and Shopify, Shopify and Its Merchants, The Payments Question
Shopify and Amazon have finally made a deal over Buy with Prime; everyone is a winner, but it may have been Amazon that wanted it more.
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The Rise and Fall of ESPN’s Leverage
Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
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An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.