Apple Card launched without a website, which suggests something fundamental about Apple’s nature. Then, revisiting a Stratechery article from six years ago.
The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.
Verizon is selling Tumblr to WordPress for only $3 million. Why did Tumblr fail, and is there reason for optimism with Automattic as its new owner?
Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.
More on moderation, including why Cloudflare is important systematically, a reminder that there are no more gatekeepers, which means moderation is always reactive, and why Facebook and YouTube still deserve the most scrutiny.
Cloudflare dropped 8chan as a customer after this weekend’s shootings; CEO Matthew Prince explains the company’s thought process, the responsibilities of infrastructure providers, and what a sustainable Internet looks like.
The Athletic has 500,000 subscribers and continues to pursue growth over profitability. It’s an approach that makes sense, and the demise of local bundles helps explain why.
Google’s cloud numbers are probably much worse than they appear. Then Apple delivered post-iPhone earnings that were impressive in what they said about Apple’s future.
Uber’s layoffs were a necessary adjustment to a marketing strategy that made sense previously, but not today. Then, why the T-Mobile-Sprint merger should have been approved, and the secondary impacts of the decision.
Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.