The full context of Facebook’s dispute with Apple, why the former was wrong, yet why Apple’s actions are just as problematic. Then, Facebook beats expectations with results that aren’t a surprise.
The BuzzFeed Lesson
The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.
Netflix Follow-up, Bill Simmons Interviews Jack Dorsey, Twitter and the Pollyannish Assumption
Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.
Facebook Stats, Facebook’s Data Sharing, Facebook Politics
The latest Facebook exposé in the New York Times raises questions as to why no one cared previously. The question today, though, is a political one.
Discord and Its Game Store, Fortnite and the Social Aspect of Gaming, Game Store Competition
Discord is the Slack of gaming; that is valuable, but has to be monetized indirectly. Plus, the social aspect of gaming, and how competition in PC gaming stores is good for everyone.
The Facebook Emails; The Platform Debate; Zuckerberg’s Platform Delusion, Redux
Facebook emails reveal a company that didn’t realize its real business was ads
Aggregators and Jobs-to-be-Done
Aggregators succeed by being the best at doing the jobs consumers want done.
Happy Thanksgiving, Tencent Earnings, Fox Sports MLB Deal
Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.
Stratechery Merch, The New York Times on Facebook, Facebook Morale
Stratechery merchandise is now available. Then, the New York Times blockbuster story on Facebook, and how the company has misplayed its hand. Plus, why the real problem is employee morale.
Apple’s Social Network
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.