Finally, the MoviePass breakdown so many have been asking for; then, another story to catch-up on, about Atlassian, Slack, and leadership.
Daily Update
Archive of Daily Emails for Stratechery Members
Uber Loses in New York City, The Modern Medallion?, Driver Pay Floors
New York City has enacted a moratorium and pay floor on ride-sharing services. Uber may be losing its political power, and the effects could be wide-ranging.
Sonos’ IPO, The De-Integration of Sonos, Spotify Earnings
Sonos will begin trading today, but it faces a tough road without meaningful integration. Spotify faces a difficult road too: it is interesting to think about what they would look like together (even though it won’t happen).
Apple Earnings, ASP and “New” iPhones, Steve Jobs and the App Store
Apple’s earnings not only held true to form, but actually had an upside surprise in ASP. Plus, what an interview with Steve Jobs reveals about differentiation and integration.
Android-EU Follow-Up, Google Earnings, Facebook and the Stock Market
Follow-up on Google’s EU decision, and a reminder that Google really good for consumers. Then, Google’s strong quarterly results, and why the understanding Facebook’s strategic advantages may be divorces from their stock price.
Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230
Section 230, which shields Internet companies from liability, is getting more attention: the only attention it should get is as a model for other regulations.
Netflix Earnings, Netflix’s Rising CAC, Content and Marketing
Netflix’s subscriber numbers were disappointing; does the company have a customer acquisition cost problem? Then again, customer acquisition costs should include content, which might not have been good enough.
Amazon Switches?, AWS Versus Azure, Photoshop on iPad
Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.
The Apple Espionage Case, Apple’s New Organization, The App Store Turns 10
A corporate espionage case involving Apple gives clues about Project Titan. Better news is Apple’s new organization. Plus, the App Store turns 10 and Apple won’t change its approach there.
Uber Invests in Lime, Uber Versus Google Maps, AT&T and HBO
Uber is investing in Lime along with Google: is the real competition between Uber and Google Maps? Then, AT&T is considering big changes for HBO — or are they?