Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
The End of OS X
OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
Snap Partner Summit, Snapchat’s OS, Facebook Versus Australia
Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.
MongoDB Cloud, MongoDB Versus AWS, MongoDB’s Playbook
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
Zoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption
Zoom didn’t just add free users: it’s revenue exploded as well. How AWS made that possible, and why Zoom’s encryption plans are a good idea.
Steve Jobs and OpenDoc, Fluid Framework, Microsoft Lists
At Build Microsoft’s vision for their enterprise operating system in the cloud was clearer than ever.
Facebook Acquires GIPHY, Data Credits and Critical Suppliers, SDK Insights
The GIPHY acquisition makes sense for Facebook, but for more pragmatic reasons than malicious ones.
Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.
Announcing Dithering, An Interview with John Gruber (not about Apple)
Announcing Dithering, a new podcast from John Gruber and myself. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple’s rise, and Dithering.