Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
Facebook Earnings, Auction Dynamics, Full Steam Ahead
Facebook earnings demonstrated the power of its auction-based direct-response model; what makes it different from Google is Zuckerberg’s drive.
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.
Capability and Policy Revisited; Isolation and Surveillance; Netflix’s Earnings
Once tech companies have the capability to do what government’s tell them to, they are increasingly willing to comply; that is not a good sign for increased surveillance. Then, Netflix is cautious about its huge earnings.
Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal
Jio showed how the best way to serve the poor is to create a market for them, not simply give them charity like Facebook tried to do with Free Basics. That is why it makes sense for them to work together.
An Interview with Ethan Sherwood Strauss About Writing Online, Social Media and the NBA, and The Victory Machine
An interview with Ethan Sherwood Strauss about being a writer on the Internet, the problem with social media and the NBA, and his new book The Victory Machine
An Interview with Okta CEO Todd McKinnon (and Slack correction)
An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.
Slack Issues Debt, Airbnb Issues Debt
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.