Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
Differentiation can flow from the writer, but also from the subject. That is why the Substack model could help deliver the local news business model.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Disney’s investor day showed the power of differentiated IP and optionality.
Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.