Incentives
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Apple Should Buy Netflix
The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.
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Netflix Earnings, The Apple Car Reset
Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.
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Coupa IPOs — and Pops, Why (Most) IPOs are Under-Priced, Why the IPO Process Doesn’t Change
The latest tech IPOs are all popping in price: are banks screwing startups? In fact, I think it is not a big deal, and may even help startups. Regardless, it is very unlikely to change.
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Google and the Limits of Strategy
Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?
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Spotify to Buy Soundcloud?, Apple Logs iMessage Contacts, Aetna and Apple Watch
Once you understand Spotify’s long-term business model buying Soundcloud makes a lot of sense. Then, Apple didn’t do anything wrong with iMessages, other than show they’re (rightfully) not privacy absolutists. Plus a few quick words on a big deal with Aetna.
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Oracle’s Cloudy Future
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
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Samsung “Recalls” Galaxy Note 7, Fitbit Updates Fitness Trackers, Apple to Repatriate Profits?
Samsung seems to have handled the exploding Note 7 as well as they could have, Fitbit releases new products that raise questions about Apple Watch pricing, and a follow-up on Apple’s tax mess
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Apple’s EU Tax Problem, How Apple Pays Taxes…Eventually, Everyone is a Loser
Apple has to pay Ireland a lot of money…maybe. Why this is probably a bad decision, and why everyone involved is a loser.