Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside
Apple’s iPhone Event, Facebook Fact-Checking, Vimeo Pivots Again
A preview of Apple’s iPhone event, a revelatory controversy about Facebook fact-checking, and yet another pivot by Vimeo thanks to mistakes made years ago
Spotify and the Labels, Labels and Aggregation, Newspapers and Texture
Spotify and the labels are at odds, largely because the latter don’t understand their competitive environment. Then, Apple is trying to build the news bundle.
AMD and Modularity Follow-Up, Trump and Tech, Tech’s Vulnerability
The problem with AMD’s modularity approach; then, Trump attacks tech. The claims are baseless but that hardly means the industry is in the clear.
Uber’s Bundles
Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.
Fortnite’s Bad Bug, Epic’s Complaint, The Downside of Open
Fortnite has a bad bug, and while the company is being blamed for circumventing the Play Store, Android’s design is a big part of the problem.
Fortnite Skips Google Play, Netflix Explores Bypassing iTunes, Big Names and Long Tails
Fortnite is skipping out on Google Play, and Netflix is trying to get out of the App Store. That’s not great for Apple and Google, but the effort is hardly a surprise.
Facebook Stories Follow-up, Twitter and Newton’s Third Law
History suggests that Stories will be an advertising success; then, the Alex Jones episode shows how un-monopoly-like social networks are.
MoviePass, Finally; Value Chains and Unit Costs; Atlassian and Slack
Finally, the MoviePass breakdown so many have been asking for; then, another story to catch-up on, about Atlassian, Slack, and leadership.
Sonos’ IPO, The De-Integration of Sonos, Spotify Earnings
Sonos will begin trading today, but it faces a tough road without meaningful integration. Spotify faces a difficult road too: it is interesting to think about what they would look like together (even though it won’t happen).