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 Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry
Bill Simmons calls Harry and Meghan grifters; he seems to have a case, but the larger issue is why Spotify mistakenly thought they would be valuable in the first place.
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An Interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey
An interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey about Palantir’s mission, operating system, and AI opportunity
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Windows and the AI Platform Shift
Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
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Apple, Epic, and the Court of Appeals; Apple’s Federal Victory; Epic’s California Win
Apple seems to have won the Appeals Court case in the Epic antitrust lawsuit, but there was a meaningful victory for developers when it comes to the App Store’s anti-steering provision.