Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
An Interview with Michael Nathanson About Streaming and Digital Advertising
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
An Interview with Eric Seufert About the Post-ATT Landscape
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
Cable’s Last Laugh
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
An Interview with “Father of the iPod” Tony Fadell
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
Twitter Follow-Up, Google Earnings, ATT and Google
Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
Law Enforcement and User Data, Tradeoffs and Trust, Centralization and Encryption
A story about how hackers got data from tech companies illustrates the fundamental challenge of trust on the Internet, and gives insight into the challenges of interoperability.
Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack