WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.
Salesforce’s purchase of Slack is a great outcome for the latter, and has huge upside for the former. There is, though, commensurate risk.
One more lesson from Dave Chappelle, this time about how the old order are all playing the same game. Apple seems to prefer that game, even if Facebook has helped them win at the new one.
An Interview with BuzzFeed CEO Jonah Peretti about BuzzFeed’s business model, acquisition of the HuffPost, and how big tech companies can fix the news.
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.
Mark Zuckerberg and Jack Dorsey were in front of Congress again, while Apple reduced its App Store take for small developers.
Spotify has acquired Megaphone, which brings clarity to its podcast advertising ambitions.
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.