Zooming in on Facebook’s earnings, and zooming out on the unfolding fight between Apple and Facebook and their chief executives.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Apple’s App Store changes are genuinely a good deal for small publishers, and make me feel more favorable about the entire business. Then, Airbnb’s costs, particularly marketing, are too hard to understand.
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
More Facebook leaks, which show both the upside and downside of Mark Zuckerberg’s control; then, Substack is gaining famous writers, but its success will rest with whoever is next.
Reed Hastings doesn’t like working from home, and other companies, particularly Facebook, should pay attention to its unintended consequences. Plus, how Apple is making new iPhones.
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
Facebook’s earning highlighted the resiliency of its business, but also its vulnerability to Apple. It now appears that Apple is going after Facebook revenue directly.
Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.