Why Netflix Should Sell Ads
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
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Zomato’s unit economics could get help from an unexpected quarter
But it won’t be happening anytime soon Read this edition online Tuesday, 05 April 2022 A weekly newsletter about the biggest changes in commerce—focusing on shifts that matter to you.
Building binary trees from inorder-depth lists
How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence – Stratechery by Ben Thompson
It took a few moments to realize what was striking about the opening video for Nvidia’s GTC conference: the complete absence of humans. That the video ended with Jensen Huang, the founder and…
How Reliance beat Amazon to take over Future Group
It’s a story of legal smarts combined with some old-fashioned ruthlessness. Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.
Inevitable Categories: Inventing a new slot, and filling it.
The telephone made the world a smaller place–and changed how we greeted each other. And now it's hard to imagine a world without phones.
I can't tell the difference
Despite my continued and fierce opposition to Apple'smonopolyabuses on the App Store, I continue to be thoroughly impressed with the technical advances they keep making. I don't have a problem in the slighest with admiring the engineers while skewering the business operators. And perhaps no engineering unit within Apple is currently mo...
India’s Slice gears up to take on PhonePe and Google Pay with UPI support
A new player is preparing to enter India’s crowded and yet duopoly-sided UPI payments market. Bengaluru-headquartered Slice, which became a unicorn late last year, plans to introduce UPI payments for its users within weeks, according to a source familiar with the matter. The startup is currently testing the new payments method within the firm, said […]
Apple Is in a League of Its Own
During Apple’s “Peek Performance” event held last month, the company announced not only a brand new Mac category with the Mac Studio, but also iPhone SE and iPad Air updates that will be well-received in the marketplace. Management fit so much into its 57-minute event, Apple’s entry into live sports
The Briefing: Apple Shouldn’t Reinvent the Wheel in Financial Services
Wednesday - Sometimes it seems that the top executives of big tech companies are deliberately taunting antitrust regulators around the world. Bloomberg’s scoop today that Apple is “developing its own payment processing technology” is sure to intensify questions at the European Commission and the U.S.
The vibe shift in Silicon Valley
Notes on where tech power is moving in the Biden years
How to Monetize Free Products
A few business models that have worked at scale for free internet products
There's something off about ApeCoin
Tokens like the new one from Bored Ape Yacht Club promise to decentralize the web. So why are insiders reaping most of the profits?
The evolution of SaaS companies
The value of embedding financial and other services
Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option – Stratechery by Ben Thompson
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
The Business Case for the Mac
No images? Click here The Mac's growth potential in the enterprise has been a lingering question. As a part of our IT and employee experience research study, we explored more deeply the opportunity for Mac in the enterprise.
Best Product Beats Best Bundle
No images? Click here In today's analysis, I share another insight we found from our most recent employee collaboration and productivity study. Also, here is the direct link in case you want to save it to read later.
The Age of Ultra
Some thoughts on Apple’s ‘Peek Performance’ event…
The (cloud) container store
AWS, ECS and EKS — Okta says sorry — Enterprise tech funding View email in browser | Forward this email By the Enterprise team March 28, 2022 PRESENTED BY Hello and welcome to Protocol Enterprise!
Disrupting Google Search
What might chip away at the best business ever invented?
Delibr delivers a note-taking app for product managers
There is no best software.
People buy software for the features—and the product with the best features for the job will win. You don't need the best app; you need the best one for your needs.
The Software Inflation Rate in 2021: 1.4%
How to Build Your Idea Into an MVP and Fake it Into Reality
Your next great app idea doesn't have to wait for you to learn how to program. From Airtable to Zapier, here's how to fake your idea into being.
Fun facts about SaaS Pricing
A roundup of insights from thousands of SaaS pricing data points.
The History of Command Palettes: How Typing Commands Became The Norm Again
The most popular new interface element in business software lets you tell apps exactly what you want to do.
How Microsoft crushed Slack - by Casey Newton
And why the era of worker-centered work tools may be over
It's Not Just You: Software Has Gotten Far More Expensive
Software used to get cheaper over time—but not anymore. Today's business software inflation rate is over three times the market average, based on our research of 100 popular SaaS tools.
How Software Gets More Expensive
A few extra cents here, a huge price jump for that new feature you need. Software is increasingly expensive, and here are the most common ways apps get us to pay more.