Gaming
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Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
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The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
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Roblox is something new and interesting that abstracts away the platforms underneath it.
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Apple, Epic, and the Court of Appeals; Apple’s Federal Victory; Epic’s California Win
Apple seems to have won the Appeals Court case in the Epic antitrust lawsuit, but there was a meaningful victory for developers when it comes to the App Store’s anti-steering provision.
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FTC Fines Epic, Netflix Ads, YouTube and the NFL
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
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Consoles and Competition
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
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Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
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Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier
Netflix’s numbers were up, and so were the mood of its executives, who are back to being bullish about Netflix’s growth opportunities and competitive position.