AT&T bails on its streaming ambitions; they can’t undo the mistake of buying Time Warner, but merging WarnerMedia with Discovery is a nice recovery.

AWS’s responses to Cloudflare are still predicated on an assumption of centralizaion; the truth is in the middle, and the status quo is powerful.

Both Roku and YouTube are winning in advertising; Roku, though, wants to win its negotiation with Google, and use PR to do so.

It’s not enough to see the future; timing matters. Plus, Clubhouse is struggling, which means it time for me to take accountability for my analysis.

Facebook’s earning show why it is relatively well-placed to capitalize on ATT.

Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.

Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.

Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.

Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.

Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.