Events
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Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
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Amazon Buys MGM, The Streaming Opportunity, Anti-Monopoly vs. Antitrust
Amazon’s purchase of MGM makes sense strategically, but also points to bigger ambitions; it also highlights how a lot of antitrust talk is actually anti-monopoly.
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An Interview with Google CEO Sundar Pichai
A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.
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Google IO: Google’s Reality, Workspace and Smart Canvas, Wear + Tizen
Google’s IO seemed boring, but taken in totality, revealed Google’s ambition to create a new reality. Plus Smart Canvas and the partnership between Wear OS and Samsung’s Tizen.
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AT&T’s Original Bad Deal, Discovery + WarnerMedia, The Streaming Landscape
AT&T bails on its streaming ambitions; they can’t undo the mistake of buying Time Warner, but merging WarnerMedia with Discovery is a nice recovery.
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An Interview with Brad Stone about Amazon Unbound
An interview with Brad Stone about his new book about Amazon, how the company has changed, and his outlook for a post-Bezos future.
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Roku’s Earnings, Roku and YouTube’s Streaming Ads, Roku and YouTube’s Dispute
Both Roku and YouTube are winning in advertising; Roku, though, wants to win its negotiation with Google, and use PR to do so.