App Stores
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Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up
Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber
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Apple WWDC, M2, Additional Notes
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
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Warner Bros. Discovery
Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.
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Shopify Follow-up, Shopify Audiences, Unity Earnings
Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.
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Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy