It’s not enough to see the future; timing matters. Plus, Clubhouse is struggling, which means it time for me to take accountability for my analysis.
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money.
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.