Ben Thompson
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The Squid Game Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
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Cloudflare’s Disruption
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
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China’s Power Shortage, The Tech Angle, China and Bitcoin
Understanding the roots of China’s power shortages and its impact on tech; then, why China’s Bitcoin crackdown is good for Bitcoin
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Apple Bug Bounties, Apple’s Developer Relations Problem, IAC Acquiring Meredith?
Apple’s bug bounty program failures are emblematic of its larger problems with developer relations; then, why iOS 14 may be connected to IAC potentially buying Meredith
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Microsoft’s Surface Event, Facebook CTO Changes
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.