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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
Ben Thompson / Stratechery:
VR is a deliberate and all-consuming activity, making Facebook's Oculus acquisition puzzling, as Facebook's strength is mindless and casual usage   —  Facebook, believe it or not, has actually made virtual reality better, at least from one perspective.  —  My first VR device was PlayStation VR …
Oct 25, 2018, 6:40 AMIn context
Ben Thompson / Stratechery:
A look at the battle between Apple, Google, Amazon, and Facebook for dominance in the home, and their respective strategies, strengths, and weaknesses   —  If the first stage of competition in consumer technology was the race to be the computer users went to (won by Microsoft and the PC) …
Oct 10, 2018, 3:25 PMIn context
Ben Thompson / Stratechery:
Kevin Systrom had the CEO title, but Zuckerberg controlled Instagram's destiny, with unwavering focus on building a great business, not simply a great product   —  In the hours after The New York Times broke the story that Instagram co-founders Kevin Systrom and Mike Krieger had resigned from Instagram …
Sep 25, 2018, 5:10 PMIn context
Ben Thompson / Stratechery:
iPhones are the closest thing to a hardware annuity stream tech has ever seen, as they're a known quantity, dependable, and nearly all users will buy again   —  Apple released a new flagship iPhone yesterday, the iPhone XS.  This isn't exactly ground-breaking news: it is exactly what the company …
Sep 13, 2018, 9:10 AMIn context

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