Disney’s earnings were predictably brutal, particularly for its Parks Division, which is the most important division when it comes to understanding Disney. Plus, AMC has nothing to lose.
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
More evidence that Apple and Google are dictating terms to governments; then, it is possible that Facebook’s approach to discovering outbreaks has the most promise.
Once tech companies have the capability to do what government’s tell them to, they are increasingly willing to comply; that is not a good sign for increased surveillance. Then, Netflix is cautious about its huge earnings.
The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.
The Apple-Google partnership is valuable not just for what it offers today, and for it might offer in the future, but also the decisions it forces on us as a society.
An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.
It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.
Zoom made the exact sort of post they needed to; then, an interview with Zeynep Tufekci about masks, media, and information ecology, and what it means if the techlash is over.
Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?