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.
Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.
Travis Kalanick has resigned. His downfall came from a dangerous delusion that forgot what Uber represented; the way forward is about remembering.
The Uber endgame has arrived, and the events of last week showed what should happen — even if they might not. Plus, Kalanick’s fatal flaw and broader questions for all of tech.
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
Disney may have differentiated content, but they don’t necessarily have the right business model, and may not get there. Then, could Snap really end up being a hardware company?
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
Facebook is under fire for fake news and filter bubbles; they are a problem, but most of the proposed solutions are far worse.
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.
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?