An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.
More on Visa-Plaid, European Commission v. Amazon, Spotify Updates
Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.
Amazon’s Hardware Event, Ring and Tesla, Luna
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
Apple and Facebook
Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Hey v Apple Follow-Up, Shopify and Walmart, Three Follow-Ups
Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption
Platforms in an Aggregator World
Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.
Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
Shopify Shop, Shopify’s Reason to Exist, Google’s Earnings
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.
The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.