The European Commission Versus Android

Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.

Netflix Earnings, Netflix’s Rising CAC, Content and Marketing

Netflix’s subscriber numbers were disappointing; does the company have a customer acquisition cost problem? Then again, customer acquisition costs should include content, which might not have been good enough.

Amazon Switches?, AWS Versus Azure, Photoshop on iPad

Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.

Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve

Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.