Business Models
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Spotify Layoffs, Lessons From Spotify, Ek’s Letter and Spotify’s Debt
Spotify is conducting big layoffs, thanks in part to debt it took out in a zero-interest rate environment. What is more problematic is that the company has little to show for its spending.
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The College Football Playoff, Events Over Inventory, NASCAR’s New Deal
The College Football Playoff, along with the overall evolution in college football, highlight the importance of events over inventory. Plus, NASCAR’s new TV deal, which includes Amazon.
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AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
More on AWS:reInvent, as the day’s second keynote focused primarily on AI. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider.
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AWS:reInvent, Serverless and the Smiling Curve, AI Services
The opening keynote at AWS:reInvent was about serverless, which is a technical manifestation of how the Internet leads to smiling curves. Plus, AWS’s CEO comments on OpenAI.
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The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge
More updates on the OpenAI saga, including the problematic board. Then, Microsoft unveils new chips, and is creating an AI platform that looks a lot like Microsoft’s other platforms.
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Google’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
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Disney Earnings, Disney 3.0, Streaming and Sports
Disney’s earnings reveal the plan for Disney 3.0; it’s a plan that makes sense, and sports still plays a role.
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Apple Earnings, Shopify Earnings
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.