Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.
Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime
Shopify is getting out of logistics, after a confusing four year journey for both the company and myself; now it has to figure out how to respond to Buy with Prime.
Adobe Acquires Figma, Figma’s Disruption, The Figma OS
Adobe’s acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell.
AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot
More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.
Amazon Acquires One Medical, One Medical Allure, Reasons for Skepticism
Amazon acquired One Medical, emphasizing its commitment to the health care space; what are the reasons for both optimism and skepticism?
More on Unity and ironSource, Developer Discontent, Tactics and Execution
Unity’s ironSource acquisition makes sense in isolation, but there are reasons to be concerned about the overall direction of the company.
Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up
Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber
The Uber Files, Musk Tries to Dump Twitter, Musk and the Hero Paradox
Uber raises philosophical questions about ends versus means; Elon Musk’s actions with Twitter raise similar questions.
Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
Elon Musk Buys Twitter, Musk’s Financing, The Status Quo and Future Variance
Twitter accepted Elon Musk’s offer; the nature of his financing suggests what might come next. After that, though, is more uncertain than ever.