Ben Thompson
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The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
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More on the App Store, Hard Mode Follow-Up, Airbnb’s Complicated Costs
Apple’s App Store changes are genuinely a good deal for small publishers, and make me feel more favorable about the entire business. Then, Airbnb’s costs, particularly marketing, are too hard to understand.
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Spotify Buys Megaphone, Spotify’s Podcast Strategy, Spotify’s Megaphone Strategy
Spotify has acquired Megaphone, which brings clarity to its podcast advertising ambitions.
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Intel’s Disruption, Intel vs. Apple, Additional Notes on the M1
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
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Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.