App Stores – Page 9 – Stratechery by Ben Thompson

The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness

Wednesday, December 14, 2022

The impact of the Digital Markets Act on App Stores and messaging.

Consoles and Competition

Monday, December 12, 2022

Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.

An Interview with Coinbase Founder and CEO Brian Armstrong about FTX and Crypto Realities

Thursday, December 8, 2022

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An interview with Coinbase founder and CEO Brian Armstrong about FTX, the value (or not) of crypto, and whether or not this current downturn is different.

Musk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount

Tuesday, November 29, 2022

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Elon Musk vs. Apple has felt like an inevitability, and the battle was joined over advertising, App Store control, and 30% fees. Plus, Google’s money-making employee base is remarkably small.

Spotify Earnings, Spotify Exclusives, Spotify vs. Apple

Tuesday, November 8, 2022

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Spotify’s earnings were solid, although I am more skeptical of its podcast exclusive strategy than ever. Plus, Apple continues to act anti-competitively, this time in e-books.

Two Apple Items, Twitter Cash Flow, Twitter Versus Advertisers

Monday, November 7, 2022

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Two Apple updates about ATT and China, then, more on Twitter’s cash flow situation, and Elon Musk discovers that freedom is often structural

Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings

Wednesday, November 2, 2022

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Elon Musk’s Twitter Blue proposal seems reasonable, and the company is not in as dire financial straits as reported. Then, revisiting the idea of a Twitter business model pivot, and why Apple’s services revenue is so impressive.

Meta Myths

Monday, October 31, 2022

Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.

Google Earnings, Gaming’s Warning Light, Google’s Costs

Wednesday, October 26, 2022

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Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.

Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset

Monday, October 24, 2022

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Snap’s earnings were bad, and even worse when you dig into the details. It appears the company is back to the basics of ad selling (and that’s not great for Elon Musk).

The Opening Week in Review, Nuggets Darkness and Eastern Conference Angst, A True Catastrophe for OKC

The Opening Week in Review, Nuggets Darkness and Eastern Conference Angst, A True Catastrophe for OKC

The End of the Internet

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

Meta Earnings, Muse and the Frontier, Musebook

Anthropic S-1, The Cost of Compute, Who Is Paying?

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

The Opening Week in Review, Nuggets Darkness and Eastern Conference Angst, A True Catastrophe for OKC

The End of the Internet

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

An Interview with Craig Moffett About SpaceX and Bubbles