April 2014
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How Google Can Steal Facebook’s Candy
I wrote a piece on Bloomberg View about Facebook’s vulnerability when it comes to their chief money-maker: app-install ads. Facebook runs the risk of becoming the second option for the sorts of advertisers that are currently its best customers. Facebook has made several acquisitions that will help them gain more insight into in-app behavior, most […]
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Stratechery.FM Episode 003: Net Neutrality
In Episode 3 of the official Stratechery Podcast, co-host Jon Nathanson and I go deep on Net Neutrality, including: The Economic of ISPs The role of the market versus the role of the government U.S. versus the rest of the world Utility versus fast lanes versus pay-per-MB Google Fiber Head on over to Stratechery.FM for […]
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Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo
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The Problem with Payments
Payments are one of the eternal tech rainbows,1 enticing startups and established companies alike with the promise of priceless data and incredible volumes. Many who dive in, though, like Google with Wallet, find it’s incredibly tough going. Square, for example, is burning through cash and may be acquired whether they want to be or not. […]
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Daily Update: Microsoft, Qualcomm and Amazon Earnings
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Don’t Give Up on the iPad
When people think about the first iconic Apple product, it’s probably the Macintosh that leaps to mind. But Apple Computer was actually built on the back of the Apple II. In fact, for quite a long while it was the Apple II that provided the profits that made the Macintosh possible, as Guy Kawasaki recounts: […]