It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.
There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.
Good morning, A short update today, followed by a request for feedback. On to the update: Apple and Disruption There is a new piece on Stratechery called Best. In summary: Low-end modular-based disruption is real, but it can be forestalled if the integrated incumbent can consistently deliver a superior user experience (i.e. be the “best”)Reading […]
Good morning, It’s the day after the Google I/O keynote, and I believe the actual presentation has concluded but I really should check to make sure… In all seriousness, this year’s presentation was actually shorter than last year’s, but no less ambitious. Like I did after WWDC, I’m going to spend this update running throughReading […]
John Gruber: So this is weird. Back when Chromecast was announced, I wrote that it doesn’t do something that Google made it seem like it did — stream video directly from your phone (or tablet) like AirPlay. But then it ends up it was capable of something like AirPlay, but it required a third-party app, […]
The surest route to befuddlement in the tech industry is comparing a vertical player, like Apple, with a horizontal one, like Google. Vertical players typically monetize through hardware, only serve a subset of users, and any services they provide are exclusive to their devices. Horizontal players, on the other hand, monetize through subscriptions or ads, […]