Netflix Earnings, Microsoft and Netflix’s Ad Deal

Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner

Thin Platforms

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms

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.

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.