Google finally released new financial information about YouTube and Google Cloud, but it is still not sufficient. Then, Google’s margins are falling just like Facebook’s: is the engine finally sputtering?
Epic Systems, an electronic health records company, is protesting a mandate that they make consumer health care available via API. Their arguments highlight the tension between interoperability and privacy.
Apple’s surging iPhone sales and slowing services growth suggest that lots of iPhone customers are upgrading. It’s a testament to how strong Apple’s position is that revenue it misses now it catches later.
There is no greater influence on Stratechery than Professor Clayton Christensen, but it is another death — Kobe Bryant’s — that reminds me of what truly matters.
Netflix’s earnings were mostly more of the same, but management’s comments helped explain an interesting connection between cash flow and margin, and showed how Netflix has evolved again.
More encryption news, this time about how Apple holds the keys to iCloud backups. I think this approach strikes the right balance: privacy exists, particularly if you work for it, while acknowledging legitimate societal concerns.
Clearview AI is billed as a story about facial recognition, but the most important questions it raises is about scraping. And, by doing so, it reveals how many trade-offs we have yet to confront.
Scooter companies appear to be struggling, which is not a surprise; still, it is an excuse to re-visit assumptions around ride-sharing in comparison, and an generalizable principle about Aggregation Theory. Plus, an update on Apple versus the FBI.
More on Visa/Plaid, including why payments in the U.S. and China are so different. Then, Apple is facing off against the FBI again, but its position is both stronger technologically and weaker politically.
Casper is a tech-enabled company, but so are its many competitors. Trying to win with brand is difficult in a market defined by infrequent purchases. Spotify, meanwhile, is seeking to expand the podcasting market beyond companies like Casper.