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.
Ben Thompson
Netflix Flexes
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
Exponent Podcast: Inverted Pyramids
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.
Satya Nadella on Microsoft
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
More on Apple and China (and Podcasts!), Apple and Duck Duck Go, WordPress Newspack
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.
MongoDB Follow-up, AWS’ Incentives, Batteries: The iPhone’s Missing Miss
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.
AWS, MongoDB, and the Economic Realities of Open Source
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
Exponent Podcast: A Significant Shift
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Errors. Listen to it here.
The Alexandria Ocasio-Cortez Phenomenon, Ninja’s 2018, Facebook and the Human Condition
The connection between Alexandria Ocasio-Cortez, Ninja, and Facebook’s scandals
CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition
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.