An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.
A quick aside as to why Stratechery doesn’t have an app, then a review of Apple’s educational event, and why the company’s business model limits it in education relative to Google.
Fixing the conclusion of Amazon Go and the Future, and why I don’t think Amazon Go’s technology is a primitive. Then, Netflix continues to be an aggregator, and other notes from the company’s earnings.
Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
More mea culpas about Spectacles, then the CEO of The Athletic gives an explosive interview to the New York Times. Plus, more news about Google and Facebook’s subscriptions offerings, and Apple’s interference.
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
WPP is dealing with not only a changing advertising industry but a changing world, thanks to the Internet. Antitrust needs to change as well.
Alexa and Cortana’s partnership makes sense when you consider the company’s business models, goals, and partnership impetus (and it shows why Apple and Google won’t come along). Then, why Siri’s reorganization won’t help much.