Publishers are in ever more trouble, thanks to the GDPR. It increasingly seems like Facebook and Google are the inevitable saviors, for better or worse.
Spotify debuts, and I really want to be bullish, but it’s hard. Then, Trump might have a point about Amazon, but it’s moot: the company should be defended.
Drake was playing video games on Twitch, and it blew up: there is so much to unpack about games, new business models, Twitch, and asymmetrical returns on the Internet. (Plus, a brief note on that Siri article)
More follow-up on both Ring/Amazon and Dropbox, then why Apple in China explains why the Supreme Court should rule in favor or tech companies.
Amazon is buying Ring: it makes sense for the latter to sell, and while the reasons for the former to buy are less obvious, they are equally compelling.
Dropbox’s falling cost of revenue has received a lot of attention, but absent more data, the trend appears unsustainable — just a company getting ready to go public.
Amazon is unsurprisingly moving into logistics. It is another announcement, though, that explains the orthogonal way they are doing so. Then, Uber and Waymo settle in a win-win.