Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.
Cloudflare dropped 8chan as a customer after this weekend’s shootings; CEO Matthew Prince explains the company’s thought process, the responsibilities of infrastructure providers, and what a sustainable Internet looks like.
Google’s cloud numbers are probably much worse than they appear. Then Apple delivered post-iPhone earnings that were impressive in what they said about Apple’s future.
Uber’s layoffs were a necessary adjustment to a marketing strategy that made sense previously, but not today. Then, why the T-Mobile-Sprint merger should have been approved, and the secondary impacts of the decision.
Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.
The FTC has released its complaint against Facebook, leading me to change my mind and put more blame on the company. Complaints about the FTC are still misplaced, though: the real problem is Congress. Meanwhile, Facebook continues growing undeterred.
Snap’s earnings were impressive, including the most valuable AR application of all time, but the company still needs to show it can earn advertisers broadly. Then, DoorDash responds to pressure from the demand side.
Microsoft continues to crush earnings with its integrated approach. Then, Teams passed Slack, and its lead will likely widen, because it is a sustaining technology, not a disruptive one. Plus, the importance of Microsoft partners.
Netflix’s earnings are worrisome, but for predictable reasons; ultimately, the company remains in a strong position. Then, Apple’s rumored move into exclusive podcasts doesn’t make sense and is in fact good for Spotify.
An interview with Substack Co-Founders Christopher Best and Hamish McKenzie, who recently raised a Series A to enable newsletters from Andreessen Horowitz.