Disney's Streaming Surge: A Competitive Analysis

DoorDash files its S-1, and has a surprisingly good business, it looks like. The US backs down on TikTok. Is the whole Ant IPO thing, not business but personal? Why you should probably wait to download macOS Big Sur. How much Disney+ continues to kill it. And of course, the weekend longreads suggestions.

Sponsors:

• Calm.com/techmeme
• TinyCapital.com

Links:

• DoorDash files to go public (TechCrunch)
• U.S. Backs Down on TikTok (WSJ)
• China’s President Xi Jinping Personally Scuttled Jack Ma’s Ant IPO (WSJ)
• macOS Big Sur launch appears to cause temporary slowdown in even non-Big Sur Macs (Ars Technica)
• Disney Plus Hits 73.7 Million Subscribers As They Reach Their One-Year Anniversary (The Streamable)

Weekend Longreads Suggestions:

• Twitter Thread on ARM history (@kenfhirriff)
• China Has Caught Up To U.S. In AI, Says AI Expert Kai-Fu Lee (Forbes)
• Welcome Back to the Office. Please Wear This Tracking Device. (OneZero)
• Students Have To Jump Through Absurd Hoops To Use Exam Monitoring Software (Motherboard)
• Masayoshi Son Again Pulled SoftBank From the Brink. This Time He Had Help. (WSJ)
• The Digital Nomads Did Not Prepare for This (NYTimes)

Learn more about your ad choices. Visit megaphone.fm/adchoices