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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Podcast Subscriptions vs. the App Store
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
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Sovereign Writers and Substack
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control.
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Google Goes to 15%, Taxes and Monopolies, The CAID
Google reduces App Store fees to 15%; its approach makes more sense than Apple’s, because it acts like the tax it is. Plus, Chinese companies skirt Apple’s rules.
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Roblox vs. Second Life (and Minecraft), The Creativity Era, Roblox’s Business
More on what makes Roblox unique, and why App Store fees are ever more difficult to justify.
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Substack and the Media, The Substack Opportunity, Substack’s Business Challenges
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
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Stripe: Platform of Platforms
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
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An Interview With Stripe President John Collison
An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.