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(Bonus) Bull-Bear Case For Clubhouse May 01, 2021

Show notes

Last week, the great Ed Zitron (@edzitron) , head of the media relations firm EZPR, put out a post that got a lot of chatter where he laid out a bear case for Clubhouse. So I tweeted out, did anyone want to do a bull case for clubhouse so we could do a bull/bear debate episode? And the great Joseph Flaherty (@josephflaherty) of Founders Collective raised his hand and said he’d be game to do it, so this is what we have today. An episode of two halves. First, Joe makes the bull case, then after the break, Ed gives the bear take. And that’s it? Great conversation. Great points made by both guys. Enjoy.

Here is Ed's piece that we refer to throughout: Clubhouse and Audio's Feature Not A Product Problem (And How It Might Possibly Be Meerkat 2)

Fri. 04/30 – The EU Brings The Hammer Down On Apple Apr 30, 2021

Show notes

The EU does indeed charge Apple with antitrust violations. Roku has indeed followed through on its threats to YouTube TV. Will the Magic Keyboard actually work with the new iPad Pros or not? And of course, the weekend longreads suggestions.

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Links:

EU Charges Apple With App Store Antitrust Violations in Spotify Case (Wall Street Jounal)
YouTube TV removed from Roku channel store amid Google contract dispute (Axios)
Apple says the new 12.9-inch iPad Pro will work with the old Magic Keyboard, but ‘may not precisely fit when closed’ (9to5 Mac)
'A Perfect Positive Storm’: Bonkers Dollars for Big Tech (New York Times)

Weekend Longreads Suggestions:

The new wave of crypto users: migrant workers (Rest of World)
Europe Is Trying to Reclaim Its Lost Chipmaking Glory (Bloomberg)
As Nintendo’s entertainment kingdom expands, it’s still about the games (Fast Company)
Spotify’s Surprise (Stratechery)
Artificial Intelligence Is Misreading Human Emotion (The Atlantic)
mRNA vaccine technology (Peter Attia MD)
How mRNA Technology Could Change the World (The Atlantic)

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Thu. 04/29 – What If This Is A Tech Inflection Point? Apr 29, 2021

Show notes

Another earnings round up leads me to ask, what if the Covid era really is a historical inflection point for tech? AT&T has decided what to charge for HBO with ads, while Verizon is try to get someone to take AOL and Yahoo of their hands. What if we did streaming gaming, but just for browsing the web? Say hello to Mighty. And odds are, you’ve probably never gotten millimeter wave 5G on you fancy new phone.

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Facebook Revenue Grows 48% as Ad Prices Increase (The Information)
Apple warns of supply shortages likely to impact iPad and Mac in Q3 (9to5 Mac)
WarnerMedia plans to charge $9.99 per month for ad-supported HBO Max (CNBC)
Verizon Explores Sale of Media Assets, Including Parts of Yahoo and AOL (Wall Street Journal)
Amazon to spend $1B to boost pay for 500k operations workers by as much as $3 an hour (Geek Wire)
Mighty wants to ‘make Chrome faster’ by streaming a browser from the cloud, starting on macOS (9to5 Google)
Verizon “leads” all US carriers in mmWave 5G availability at 0.8% (Ars Technica)

Wed. 04/28 – CES Says: “We’re Doing It Live!” Apr 28, 2021

Show notes

The Consumer Technology Association says they’re doing it live! As in, an in-person CES once again. Samsung announces two superlight laptops that are nonetheless, still “pro.” Netflix launches a new interface to take away what to watch fatigue. A roundup of tech earnings. And help Microsoft pick a new default font for Office.

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52-Week High Newsletter Tool (https://reading-waves.ghost.io/)

Tue. 04/27 – EU To Charge Apple This Week? Apr 27, 2021

Show notes

Is the EU about to bring the hammer down on Apple? Are Apple M2 chips right around the corner? Spotify launches its Podcast Subscription offering, and it is an interesting contrast to Apple’s. A whole slew of new Fire Tablets from Amazon. Lyft exits the self-driving game. And we’re in a dark new world when it comes to ransomware attacks.

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Links:

EU to charge Apple with anti-competitive behaviour this week (Financial Times)
Spotify launches podcast subscriptions, but you can’t subscribe in-app (The Verge)
Apple's follow-up to M1 chip goes into mass production for Mac (Nikkei Asia)
Amazon’s new Fire HD 10 tablet has slimmer bezels and better specs (The Verge)
Lyft sells self-driving unit to Toyota’s Woven Planet for $550M (Tech Crunch)
Ransomware gang threatens to expose police informants if ransom is not paid (The Record)

Mon. 04/26 – Listen To The Podcast On Facebook, I Guess? Apr 26, 2021

Show notes

Facebook rolls out that Spotify integration. Roku accuses Google of making anticompetitive demands for YouTube TV. iOS 14.5 rolls out, and with it that App Tracking Transparency tool. Apple plans a big new campus in North Carolina. And DoNotPay’s latest service helps protect your selfies from the global panopticon.

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Links:

Facebook introduces a new miniplayer that streams Spotify within the Facebook app(Tech Crunch)
Zoom launches Immersive View to unify participants in the same virtual room (Venture Beat)
Roku says it may lose YouTube TV app after Google made anti-competitive demands (Axios)
OnlyFans feels the lockdown love as transactions hit £1.7bn (Financial Times)
German groups file Apple antitrust complaint as it makes privacy changes (Financial Times)
To Be Tracked or Not? Apple Is Now Giving Us the Choice. (New York Times)
Apple will spend $1 billion to open 3,000-employee campus in North Carolina (CNBC)
DoNotPay's new tool makes your photos undetectable to facial recognition software (Input)

(TWTR SPC) The Spring Apple Event And Apple Podcast Changes Apr 24, 2021

Show notes

Figuring out the AirTags play. New iMac lust. And a deep discussion of the Apple Podcasts Subscription thing.

Fri. 04/23 – Spotify Quick To Counter Apple’s Podcast Moves Apr 23, 2021

Show notes

Spotify looks like it’s going to quickly counter Apple with a Podcasts Subscription competitor that might be extremely creator friendly. The mystery of the driverless Tesla car crash. Worth noting how quickly things have been turned around for the better over at Snapchat. And of course, the Weekend Longreads Suggestions.

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Links:

Apple, Spotify and the New Battle Over Who Wins Podcasting (Wall Street Journal)
Did a Human or a Computer Crash This Tesla? (Intelligencer)
Snap reports accelerating revenue growth, strong user numbers for first quarter (CNBC)

Weekend Longreads Suggestions:

Netflix, Disney and Amazon’s Streaming Wars Heat Up Overseas (Wall Street Journal)
The pandemic nearly crushed pet-care startup Rover (Business Insider)
Meet Virtual Reality, Your New Physical Therapist (New York Times)
TMSC's expansion challenge told in 10 timely charts (Bloomberg)
Why the Chip Shortage Is So Hard to Overcome (Wall Street Journal)
Designed by Apple in California, Not Assembled in China (Above Avalon)
15 Years of Spotify: How the Streaming Giant Has Changed and Reinvented the Music Industry (Variety)

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Thu. 04/22 – Cloud Based Cellular Networking? Apr 22, 2021

Show notes

Dish partners with AWS to build the first public cloud-based 5G network. iPadOS 15 might let you go full widget on the home screen. Some of those stolen schematics suggest we will be getting the MacBook Pros we deserve. I’ve got an interesting raise for a product every Product Manager should know about. And the first reviews of the Apple Air Tags are in.

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Links:

US satellite company Dish taps Amazon for 5G launch (Financial Times)
Apple Plans Notifications, iPad Home Screen Upgrades for iOS 15 (Bloomberg)
Stolen MacBook Pro Schematics Confirm Apple's Plans to Add More Ports and Remove Touch Bar (Mac Rumors)
Software product planning platform Productboard raises $72M (Venture Beat)
AIRTAG LOCATION TRACKERS ARE SMART, CAPABLE, AND VERY APPLE (The Verge)

Wed. 04/21 – GDPR But For AI? Apr 21, 2021

Show notes

The EU proposes a big new regulatory framework for AI. A ransomware gang threatens to release Apple product schematics unless they get paid off. Fallout from yesterday’s Apple event including what you can and cannot put on your AirTags. Netflix has disappointed Wall Street, and Amazon is expanding its “pay with your palm” program to more Whole Foods locations.

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