Business Models
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Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.
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Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
Netflix is considering selling other streaming services, and I think it’s a good idea; it’s also a let-down for Netflix’s original goals and potential pivots.
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Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
Apple’s App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it’s ok it’s late.
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Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
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Google Earnings, The Frontier Case, Amazon Earnings
Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.
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Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
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IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.