Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.
The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.
A bit more on Spotify, and then the lessons to be learned by Uber and Spotify. Plus, a potential Uber-Waymo partnership, and why they company will likely sell-out in Southeast Asia.
Dropbox’s falling cost of revenue has received a lot of attention, but absent more data, the trend appears unsustainable — just a company getting ready to go public.
More on Chrome and AMP, and what The Case Against Google gets wrong about Microsoft. Then, why decentralized networks are aggregator kryptonite.
Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.
Twitter’s earnings were both less and more impressive than they appeared; plus, a lesson I have learned about direct versus brand advertising, and what it means for both Twitter and Snap.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.