Techmeme

Results 1 - 10 of about 75:

Ben Thompson / Stratechery:
Senator Warren's proposal would create massive new problems, have significant unintended consequences, and not address the issues she is concerned about   —  Senator Elizabeth Warren deserves credit: I have been writing about antitrust, particularly in the context of Aggregation Theory …
Mar 12, 2019, 9:55 AMIn context
Ben Thompson / Stratechery:
Mark Zuckerberg's “privacy-focused” announcement is not a dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators   —  What was striking about the reaction to Mark Zuckerberg's latest missive about the future of Facebook, A Privacy-Focused Vision …
Mar 7, 2019, 11:00 AMIn context
Ben Thompson / Stratechery:
Spotify's bet on Gimlet and Anchor gives it a foothold into podcasting to apply its listener-monetization skills without worrying about sending money to labels   —  Credit Spotify CEO Daniel Ek with honesty; in a blog post announcing a major move into the podcast space, Ek wrote:
Feb 9, 2019, 10:05 AMIn context
Ben Thompson / Stratechery:
How the success of Netflix's Bird Box film, watched by ~58% of its user base in its first month, drives Netflix's virtuous cycle as an aggregator   —  Bird Box, the Netflix original film, started streaming on December 21 while I was on vacation.1 That perhaps explains why the majority …
Jan 27, 2019, 1:20 PMIn context
Ben Thompson / Stratechery:
Amazon's recently-announced DocumentDB AWS offering highlights the economic challenges facing companies like MongoDB Inc. that focus on an open source project   —  In 1999, music industry revenue in the United States peaked at $14.6 billion (all numbers are from the RIAA).
Jan 15, 2019, 5:40 AMIn context
Ben Thompson / Stratechery:
Apple erred on China and “S” cycles, XR, and growth strategies, but reasons for optimism remain as headwinds, like cheap battery swaps, will fade   —  As rare as last week's Apple revenue warning from CEO Tim Cook may have been — the company last issued a revenue warning in June 2002 …
Jan 8, 2019, 6:40 AMIn context
Ben Thompson / Stratechery:
The state of technology in 2018: the enterprise market is thriving and the consumer market is stagnant, dominated by “innovations” from a few large behemoths   —  This article is a bit of an annual tradition: in mid-December I summarize the state of technology,1 and appropriately enough …
Dec 13, 2018, 6:05 AMIn context
Ben Thompson / Stratechery:
Apple's SCOTUS case is about the plaintiff's standing to sue; Apple may prevail, but that doesn't mean App Store isn't a monopoly or rent-seeking isn't growing   —  Yesterday the Supreme Court held a hearing in the case Apple Inc. v. Pepper.  “Pepper” is Robert Pepper, an Apple customer who …
Nov 27, 2018, 12:25 PMIn context
Ben Thompson / Stratechery:
As Apple argues that unit sales are the wrong way to understand its business, it needs to start reporting the numbers of active customers and revenue per user   —  While the saying goes that “No news is good news,” in the case of Apple it turns out that “News about no news is bad news.”  From Bloomberg:
Nov 5, 2018, 1:45 PMIn context
Ben Thompson / Stratechery:
In an attempt to recreate its success from the '90s, IBM has bought Red Hat; it's not clear, though, that the company or the market are the same   —  The best way to understand how it is Red Hat built a multi-billion dollar business off of open source software is to start with IBM.
Oct 29, 2018, 1:35 PMIn context

Sponsor Posts

Smartsheet:
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Techmeme Leaderboards:
Find out who the top reporters are in 40 different tech categories  —  Who are the most influential writers on topics like AI, VR, IoT, or e-commerce?  We've analyzed Techmeme's news crawl data to find out.