An Interview with Sinocism’s Bill Bishop about COVID-19, U.S.-China Relations, and media entrepreneurship in the dotcom bubble and today.
Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.
The Coronavirus continues to spread in China, even as reports emerge of why it was not dealt with in time to make a difference, reframing the costs of authoritarianism.
Epic Systems, an electronic health records company, is protesting a mandate that they make consumer health care available via API. Their arguments highlight the tension between interoperability and privacy.
Apple’s surging iPhone sales and slowing services growth suggest that lots of iPhone customers are upgrading. It’s a testament to how strong Apple’s position is that revenue it misses now it catches later.
More on Apple and restrictions on competition, and why it is different than Google. Then, Apple’s actions around vaping cross the line, plus why TikTok does not deserve the benefit of the doubt.
Google’s approach to travel mirrors its approach to Shopping, which, correctly or not, was already ruled to be illegal in Europe. Then, Disney+ rolls out like a movie, and fails like a service. Plus, more on Instagram and influencers.
Making principled stands should not mean absolutism: Facebook should seek to ameliorate its trade-offs. Then, Facebook’s earnings continue to show higher costs, plus where Zuckerberg is right and wrong in defending the Instagram acquisition.
Apple had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.
Digging into the specifics of Facebook CEO Mark Zuckerberg’s speech, particularly the company’s role in a contest of values with China, and why free expression depends on more than good intensions.