COVID-19
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Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
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In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.
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Amazon’s Hardware Event, Ring and Tesla, Luna
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
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Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID
More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.
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Netflix and Working-From-Home; Parents Versus Non-Parents; Apple’s COVID Manufacturing, Cont.
Reed Hastings doesn’t like working from home, and other companies, particularly Facebook, should pay attention to its unintended consequences. Plus, how Apple is making new iPhones.
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Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
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Disney Earnings, AMC Versus Universal, Businesses in the Middle
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.
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Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
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Coronavirus Clarity
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.