Incentives
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T-Mobile to Acquire Sprint, Microsoft Earnings
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.
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Zillow, Aggregation, and Integration
Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.
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Zuckerberg’s House Hearing, Toutiao’s Apology, Apple’s Siri Hire
Facebook CEO Mark Zuckerberg was back on the hill, using his usual talking points; the contrast with a Chinese news app, facing its own political pressure, was striking. Plus, why Apple’s Siri hire is so important.
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The End of Windows
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
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Uber Sells Out in Southeast Asia; Uber’s Self-Driving Tragedy; Doing the Right Thing, Inevitably
Uber is officially out of Southeast Asia, ultimately thanks to Softbank. Then, tragedy, as an Uber self-driving car kills a woman. This may be the end of the program, but the decision should have been made before.
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Stratechery 4.0 Follow-up, Apple’s Educational Event, The Meaning of Better
A quick aside as to why Stratechery doesn’t have an app, then a review of Apple’s educational event, and why the company’s business model limits it in education relative to Google.
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Qualcomm, National Security, and Patents
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.
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More Spotify; Spotify, Uber, and Airbnb; Uber, Waymo, and SoftBank
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.
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Dropbox’s Cost of Revenue, Cost of Revenue and Churn, Cloudy Dropbox
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.
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More on Chrome and AMP, The Case Against Google, Decentralization and Paradigm Shifts
More on Chrome and AMP, and what The Case Against Google gets wrong about Microsoft. Then, why decentralized networks are aggregator kryptonite.