More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.
Where Are Hit Podcasts?, Spotify and Podcast Aggregation, Protesting Rogan
Why there aren’t any new podcasts in the top 10, and why the podcast market looks like websites and YouTube. Plus, why Spotify’s approach benefits most, for now.
Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal
Metaverse follow-up, and then both Apple and Google lose in court
Microsoft and the Metaverse
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
Google’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
An Interview with Eric Seufert about the Impact of ATT
An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
TSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze
TSMC is making new trailing edge fabs in Japan; Google made a new system-on-a-chip that is less than it seems, but it explains why Qualcomm is getting squeezed
Russia, Google and Apple; The App Firewall; Laptop Assumptions
Apple and Google removed apps at the Russian government’s requests, thanks to the App Store firewall.