Business Models
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Amazon’s New Customer
The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.
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The News Revenue Hub and Donations, Patreon’s Update, How Big is Patreon’s Market?
It might be the case that donations are the best match for local news, but other content creators still need to build a business. Patreon’s new update will help them do it, the only question is how many of them there are.
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RIP Charles P. Thacker, E3 and the Importance of Clarity, Nintendo’s Differentiation
Charles Thacker invented modern computers and demonstrated how to think differently. Then, E3 is demonstrating the importance of clarity, and Nintendo is the surprising example of the benefits
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Podcasts, Analytics, and Centralization
The answer to podcast monetization is not analytics: it it true centralization, and it seems unlikely that Apple has it in them.
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Apple’s Business Model, Privacy, and Developers; Chip Industry Structure; Stripe Sigma
Apple’s business model lets the company sell privacy, but privacy shouldn’t compromise the business model. Plus, why developers can (still) deepen Apple’s moat, and how the chip, payments, and even publishing industry are similar.
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Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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Faceless Publishers
The missing piece when it comes to the future of media are faceless publishers. Vox Media’s deal with The Ringer shows the way.
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Second-Generation TensorFlow Processing Units, What are TPUs?, Groq
Perhaps the most interesting announcement at Google I/O were the second generation Tensor Processing Units and their integration into Google’s cloud. Plus, a competitor looms.
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Boring Google
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
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Microsoft Build, iTunes on the Windows Store
Satya Nadella sketched a new vision at Microsoft Build, but the company has yet to replace the Windows engine. Then, Microsoft (likely) compromises to get iTunes into the Windows Store.