Business Models

South Dakota v. Wayfair, and Amazon; Wayfair’s Unintended Consequences; Ohio v. American Express, and Tech

Thursday, June 28, 2018

Two Supreme Court decisions have an impact on tech: first, states can collect sales taxes on e-commerce, and second, the burden of proof for antitrust just got higher.

Instagram Launches IGTV, IGTV’s Monetization, YouTube Channel Memberships

Tuesday, June 26, 2018

Instagram’s launch of IGTV was impressive because of the clear thinking behind it; the long-term question, though, is about monetization, both for the service and for creators, something YouTube is good at.

Disney Ups Bid for 21st Century Fox, Disney’s Choice, AT&T to Acquire AppNexus?

Thursday, June 21, 2018

The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.

Scooter Follow-up, Microsoft and the Xbox, Spotify Signs Indie Acts

Tuesday, June 12, 2018

Scooter follow-up, then why the future of gaming may be very good for Microsoft. Plus, why Spotify’s new distribution agreements are not a big deal for now, but point to a positive future.

The Cost of Developers

Tuesday, June 5, 2018

Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.

Microsoft to Buy GitHub, A Win for GitHub, Facebook’s Data-Sharing Deals with Device Makers

Monday, June 4, 2018

Microsoft is reportedly buying GitHub, which makes a lot of sense for both Microsoft and GitHub, and all GitHub users. Then, why the latest Facebook scandal is probably overblown.

Snap’s Monetization Flaw; Microsoft and the Effect of Antitrust; Apple, Russia, and Telegram

Wednesday, May 30, 2018

Reactions from the Code Conference interviews with Snap CEO Evan Spiegel and Microsoft President and Chief Legal Officer Brad Smith, plus a very problematic demand of Apple by the Russian government.

The Bill Gates Line Follow-up, Twitter and the Bill Gates Line, Data Portability and Facebook

Tuesday, May 29, 2018

Following up on The Bill Gates Line, applying it to Twitter, and then why Facebook portability is a bad idea.

Okta’s Developer Conference, An Interview with Okta CEO Todd McKinnon

Thursday, May 24, 2018

An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.

The Bill Gates Line

Wednesday, May 23, 2018

Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

South Dakota v. Wayfair, and Amazon; Wayfair’s Unintended Consequences; Ohio v. American Express, and Tech

Disney Ups Bid for 21st Century Fox, Disney’s Choice, AT&T to Acquire AppNexus?

The Cost of Developers

Okta’s Developer Conference, An Interview with Okta CEO Todd McKinnon

The Bill Gates Line

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips