The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.
Uber’s layoffs were a necessary adjustment to a marketing strategy that made sense previously, but not today. Then, why the T-Mobile-Sprint merger should have been approved, and the secondary impacts of the decision.
Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.
Netflix’s earnings are worrisome, but for predictable reasons; ultimately, the company remains in a strong position. Then, Apple’s rumored move into exclusive podcasts doesn’t make sense and is in fact good for Spotify.
More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.
More on Google’s I/O keynote, particularly about how the company is well-positioned for a privacy-centric world. Then, Microsoft is doing an excellent job of appealing to developers.
Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.