Scooter follow-up, then why the future of gaming may be very good for Microsoft. Plus, why Spotify’s new distribution agreements are not a big deal for now, but point to a positive future.
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
Spotify’s new hate policy and Twitter’s behavior policy seem like good things at first glance, but what they suggest about the companies’s power is worrisome. Plus, YouTube’s subscription plans are as confusing as ever.
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
Spotify debuts, and I really want to be bullish, but it’s hard. Then, Trump might have a point about Amazon, but it’s moot: the company should be defended.
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.
A bit more on Spotify, and then the lessons to be learned by Uber and Spotify. Plus, a potential Uber-Waymo partnership, and why they company will likely sell-out in Southeast Asia.
Spotify is in a much weaker position that Netflix was, because it could not build up a user base before negotiating with its suppliers. However, the company does seem to be acquiring customers efficiently.
Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.