Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
On Exponent, the weekly podcast I host with James Allworth, we discuss AWS, MongoDB, and the Economic Realities of Open Source. Listen to it here.
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
How much was Apple impacted by the arrest of Huawei’s CFO? Then, Apple’s agreement with DuckDuckGo and its connection with Google, and why WordPress Newspack is so exciting.
While there is reason to be concerned about the long-run future of VC-funded OSS, MongoDB is in pretty good shape thanks to its hosted service. Then, AWS and platform incentives, and why battery replacements may have hurt iPhone sales.
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Errors. Listen to it here.
The connection between Alexandria Ocasio-Cortez, Ninja, and Facebook’s scandals
Google Assistant has a structural advantage when it comes to the user experience of digital assistants, which should influence the strategies of Amazon and Apple.