Ben Thompson
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Spotify Acquires Locker Room, Anchor Versus Clubhouse, Spotify’s Threat
Spotify has acquired Locker Room, the sports-centric Clubhouse competitor. Clubhouse should be very nervous.
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Xinjiang and Nike, China Versus H&M, Apple’s Position in China
What happened to H&M in China should be a warning to smaller companies, but it also suggests that Apple’s position is secure.
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Intel Unleashed, Gelsinger on Intel, IDM 2.0
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.
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Stripe’s Role, Competition and Differentiation, The Local News Opportunity
Differentiation can flow from the writer, but also from the subject. That is why the Substack model could help deliver the local news business model.
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Sovereign Writers and Substack
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control.
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The FTC’s Google Documents, The Staff Memo, The Economists Memo
Revisiting the FTC’s decision in 2013 makes me doubtful that a case would have made much of a difference.
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Google Goes to 15%, Taxes and Monopolies, The CAID
Google reduces App Store fees to 15%; its approach makes more sense than Apple’s, because it acts like the tax it is. Plus, Chinese companies skirt Apple’s rules.