Scooter follow-up, then why the future of gaming may be very good for Microsoft. Plus, why Spotify’s new distribution agreements are not a big deal for now, but point to a positive future.
Spotify’s new hate policy and Twitter’s behavior policy seem like good things at first glance, but what they suggest about the companies’s power is worrisome. Plus, YouTube’s subscription plans are as confusing as ever.
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
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.
A bit more on Spotify, and then the lessons to be learned by Uber and Spotify. Plus, a potential Uber-Waymo partnership, and why they company will likely sell-out in Southeast Asia.
Spotify is in a much weaker position that Netflix was, because it could not build up a user base before negotiating with its suppliers. However, the company does seem to be acquiring customers efficiently.
Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
More on the Nintendo Switch, and how Apple Music is more strategic than I appreciated. Then, Spotify hits another obstacle — is the streaming service an acquisition target?