AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Why Subscription Twitter is a Terrible Idea, Twitter Bans Sharing Private Photos and Videos, Twitter and Free Speech
Why making Twitter into a subscription business would be a terrible idea, how Twitter’s new policy is reactionary, and how the shows how much Twitter has changed
Twitter Has a New CEO; What About a New Business Model?
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
Stratechery and Thanksgiving
An update on Stratechery and why I’m particularly thankful this Thanksgiving.
Spotify’s Earnings; Spotify’s Podcast Payoff; Universal, Taylor Swift, and Internet Power
Spotify’s earnings show that their strategy is working exactly as predicted; then, Universal is responding to Taylor Swift’s leveraging of Internet power.
Unity, Weta, and Faceless Platforms
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
Unity Buys Weta Digital, An Interview with Unity CEO John Riccitiello
The Weta acquisition, Unity’s ambitions, their advertising business and relationship with Apple, and why Riccitiello thinks my understanding of the metaverse isn’t quite right.
Microsoft and the Metaverse
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
An Interview with Eric Seufert about the Impact of ATT
An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
Zillow Shuts Down Offers; Where Zillow Went Wrong; Reflecting on Zillow, Aggregation, and Integration
Zillow is ending Zillow Offers; where did the company go wrong, and what my initial analysis got right, and what I missed.