At Build Microsoft’s vision for their enterprise operating system in the cloud was clearer than ever.
Joe Rogan is exclusive to Spotify, which suggests the streaming service realizes it needs to steal share to get its Aggregation flywheel spinning.
Blaming Facebook and Google for the media industry’s trouble inevitably leads to bad regulations with unintended consequences and the end of accountability for big tech.
Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.
Announcing Dithering, a new podcast from John Gruber and myself. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple’s rise, and Dithering.
Disney’s earnings were predictably brutal, particularly for its Parks Division, which is the most important division when it comes to understanding Disney. Plus, AMC has nothing to lose.
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
Facebook earnings demonstrated the power of its auction-based direct-response model; what makes it different from Google is Zuckerberg’s drive.
Shopify launched the Shop.app, which is not only a poor experience but also makes no sense strategically. Then, Google’s earnings show how big tech is going to get even stronger.
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.