Ben Thompson / Stratechery:Stripe’s Patrick Collison, Microsoft’s Brad Smith, Google’s Thomas Kurian, and Cloudflare’s Matthew Prince discuss moderation in internet infrastructure — It was Patrick Collison, Stripe’s CEO, who pointed out to me that one of the animating principles of early 20th-century Progressivism …
Sohee Kim / Bloomberg:Samsung says it is considering skipping launch of a new Note this year to streamline its line-up and warns of a “serious imbalance” in semiconductors globally — – It’s seeing a ‘serious imbalance’ in global semiconductors — The warning suggests shortages may spread beyond autos
Nilay Patel / The Verge:Interview with co-CEO of Atlassian Scott Farquhar on Australia as a test bed for tech regulation, the media bargaining code, running a global company, and more — A couple weeks ago, Facebook briefly turned off the ability for anyone in the world to post links from Australian news publishers.
Danny Palmer / ZDNet:McAfee researchers detail a Chinese cyberespionage campaign targeting at least 23 telcos in the US, Europe, and SE Asia to steal data, including for 5G tech — Cybersecurity researchers at McAfee detail an ongoing cyber espionage campaign which is targeting telecoms companies around the world.
Ari Levy / CNBC:Digital health company Grand Rounds, which was last valued at $1.34B, is merging with Doctor On Demand, which was last valued at $875M, in an all-stock deal — – Grand Rounds and Doctor On Demand, two venture-backed digital health companies, are merging in a deal that will form a multibillion-dollar entity.
Michael Hytha / Bloomberg:Olo, a provider of food-ordering software, has raised $450M in an IPO, above its marketed range, giving it a market value of $3.55B ahead of its trading debut — Olo Inc., the food-ordering software company whose board members include Shake Shack Inc. founder Danny Meyer …
Casey Newton / Platformer:Facebook’s interest in newsletters stems from its shift in product development to focus on private messaging and Groups, not the News Feed — Hint: it’s all about Groups. PLUS: Substack fumbles — Today let’s talk about platforms’ growing interest in building newsletter tools …
Kif Leswing / CNBC:Sensor Tower: if reduced 15% commission was in place in 2020, Apple would have missed out on an estimated $595M or 2.7% and Google $587M or 5% in app store fees — – Apple and Google have announced changes to app store fees that impact app makers making less than $1 million…
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Billy Tallis / AnandTech:Micron says it is ceasing all R&D on its 3D XPoint memory, which it developed with Intel, and has listed its fab in Lehi, Utah for sale — In a sudden but perhaps not too surprising announcement, Micron has stated that they are ceasing all R&D of 3D XPoint memory technology.
Kyle Wiggers / VentureBeat:PatSnap, which offers an AI-powered service to help R&D teams analyze the intellectual property landscape, raises $300M Series E led by Tencent and SoftBank — Join Transform 2021 for the most important themes in enterprise AI & Data. Learn more. — PatSnap, which offers a patent …