An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.
Daily Update
Archive of Daily Email for Premium Members
Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
Sports Gambling Defederalized, Amazon Channels
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
Spotify’s New Hate Policy, Twitter’s Behavior Policy, YouTube Music and YouTube Premium
Spotify’s new hate policy and Twitter’s behavior policy seem like good things at first glance, but what they suggest about the companies’s power is worrisome. Plus, YouTube’s subscription plans are as confusing as ever.
The Moat Map Follow-up; Uber, YouTube, and Spotify; The Public Cloud and Scale
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
Microsoft’s Build Keynote, Microsoft and IBM, Microsoft’s Realism
Microsoft’s Build keynote didn’t garner much attention, because there was nothing for consumers: that is exactly what made it so compelling.
Spotify’s Earnings, Spotify’s Free Plan and Hulu Partnership, Snap’s Earnings
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
Apple’s Earnings, Facebook’s F8 Keynote, Facebook Dating
Apple’s earnings were less interesting than the expectations game. Facebook’s F8 conference, meanwhile, again cast Zuckerberg’s vision of technology in stark contrast to Steve Jobs. Plus, why Facebook Dating will likely flop.