Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
Microsoft Build, Thick Versus Thin, AI Platforms
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.
An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra
An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.
An Interview With Rippling Founder Parker Conrad
An Interview With Rippling Founder Parker Conrad
Amazon Launches Luna, Apple and Russia
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.
The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.
Gaming the Smiling Curve
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
Microsoft Earnings, Microsoft Advertising, The Deflating Balloon
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.