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Apple's Reinvention as a Services Company Starts for Real Monday

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Re: Apple's Reinvention as a Services Company Starts for Real Monday

#3

I wonder if now is a good time to short some Netflix stock.

Yes, both Netflix and Spotify are in a tough position where their rivals (Apple and Amazon) have a much larger war chest to chip away at the market leaders of both movies and music streaming.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#4
>This service will combine stories from newspapers, websites, and magazines into a new tab in the Apple News app on iPhones, iPads, and Macs.

>Apple plans to charge about $10 a month.

Is it just me, or is there no way this could possibly be worth it? Hacker News and Reddit already combine stories from newspapers and websites, and they do it for free. I have a hard time believing that a managed source selected from a few business partners could possibly be as valuable as a crowd-driven scan across the entire internet.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#6

I wonder if now is a good time to short some Netflix stock.

No you should short the companies that can't hack it in a DTC world. Netflix isn't a good a target for that. Both Netflix and Apple's service will grow for a long time to come.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#7

> This service will combine stories from newspapers, websites, and magazines into a new tab in the Apple News app on iPhones, iPads, and Macs. > Apple plans to charge about $10 a month. Is it just me, or is there no way this could possibly be worth it? Hacker News and Reddit already combine stories from newspapers and websites, and they do it for free. I have a hard time believing that a managed source selected from…

Hacker News and Reddit don't license content from the WSJ, which is why every story has some guy in the comments with a link to outline.com that pirates the article.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#8

> This service will combine stories from newspapers, websites, and magazines into a new tab in the Apple News app on iPhones, iPads, and Macs. > Apple plans to charge about $10 a month. Is it just me, or is there no way this could possibly be worth it? Hacker News and Reddit already combine stories from newspapers and websites, and they do it for free. I have a hard time believing that a managed source selected from…

IIRC It includes access to paywalled articles, at a substantial discount to buying a subscription to each paywall separately.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#9

> This service will combine stories from newspapers, websites, and magazines into a new tab in the Apple News app on iPhones, iPads, and Macs. > Apple plans to charge about $10 a month. Is it just me, or is there no way this could possibly be worth it? Hacker News and Reddit already combine stories from newspapers and websites, and they do it for free. I have a hard time believing that a managed source selected from…

But for how long? More and more people are blocking ads and more and more sites are putting up paywalls.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#10
> The company would collect these monthly fees, then divide up the revenue between developers based on how much time users spend playing their games

Sounds terrible for short indie games and good for long grindy games.

That's not a future I want for my gaming. Not that I am an apple customer in the first place but hopefully this won't affect what is delivered on the other platforms.

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