Spotify’s Stream On event advertised Spotify’s ambitions to become an Aggregator. The plans were impressive, but should Spotify go even further?
Google Earnings, Google’s Response to ATT, Google Cloud Losses
Google’s earnings were impressive, but the company should disclose even more. Meanwhile, the problem with following Apple’s lead on ATT is it’s anticompetitive.
An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising
A quick rumination on where Jeff Bezos and Steve Jobs were similar, and then an interview with Eric Seufert about mobile advertising and the dispute between Apple and Facebook.
Facebook’s Earnings, Zuckerberg vs. Cook, Apple and Facebook Parallels
Zooming in on Facebook’s earnings, and zooming out on the unfolding fight between Apple and Facebook and their chief executives.
Apple Earnings, An Interview with Jay Goldberg About Chips and Intel
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
Twitter Acquires Revue, Twitter’s Opportunity, Twitter’s Achilles Heel
Twitter’s acquisition of Revue points to a huge opportunity for the company; can the company execute well enough to take advantage?
Netflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality
Disney’s investor day showed the power of differentiated IP and optionality.
Facebook Sued by FTC and States, The FTC’s Case, Antitrust and Politics
Facebook clearly tried to eliminate competition by acquiring Instagram and WhatsApp, but it’s not clear they were successful, which is the question that matters in a case that is ultimately about politics and power.