Platforms
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Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
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Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
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An Interview with Google CEO Sundar Pichai
A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.
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Google IO: Google’s Reality, Workspace and Smart Canvas, Wear + Tizen
Google’s IO seemed boring, but taken in totality, revealed Google’s ambition to create a new reality. Plus Smart Canvas and the partnership between Wear OS and Samsung’s Tizen.
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Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
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Roku’s Earnings, Roku and YouTube’s Streaming Ads, Roku and YouTube’s Dispute
Both Roku and YouTube are winning in advertising; Roku, though, wants to win its negotiation with Google, and use PR to do so.
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Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
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App Stores in Congress, Apple’s Arguments, Meta Points
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.