Tencent
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Apple’s Errors
Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.
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Apple Earnings; Apple, Tencent, and China; iPad Pro Reviews
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
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Drake on Twitch, Fortnite vs PUBG and Selling Feelings, The Returns to the Best
Drake was playing video games on Twitch, and it blew up: there is so much to unpack about games, new business models, Twitch, and asymmetrical returns on the Internet. (Plus, a brief note on that Siri article)