An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer base.
Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
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
Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
Google’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
China’s Video Game Restrictions, South Korea Passes App Store Payments Law
China’s new video game restrictions point to broader China-related trends, while South Korea strikes the first blow against the App Stores.
Facebook’s Metaverse Opportunity, An Interview with Matthew Ball About the Metaverse
More on why Facebook is well placed for the Metaverse opportunity, and an interview with Matthew Ball about the Metaverse.
Square Buys Afterpay, Network Effects, Apple and the Cost of Time
Afterpay is a leading market in “Buy Now Pay Later”; Square’s purchase makes a lot of sense, and the price is worth the time it would take to build a competitor.