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.
Rethinking the App Store
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 Earnings, Apple’s Ad Exception, Facebook’s Headwinds
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; DoorDash Optimism; TikTok, Apple, and Hong Kong
Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
Zoom’s “Genuine Oversight”, Zoom’s Strengths and Weaknesses, Virality Versus Network Effects
Zoom has another screwup, this time in terms of reporting how many users it has. It is a disturbing pattern and a reminder that strengths are weaknesses.
The iPhone SE, Accounting for the iPhone SE, New iPhones
The new iPhone SE inspires a revisit to Apple’s low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.
Slack Issues Debt, Airbnb Issues Debt
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
Changing Priors, Action Plans for Big Tech, The Airbnb Disaster
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
Defining Information
In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.
America Wakes Up?, An Interview with Matt Mullenweg About Working From Home
Yesterday may have been a turning point in the American response to COVID-19. Then, an interview with Matt Mullenweg of Automattic about working from home and what is next for his company.