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Latest Podcast

May 2015

  • Google Launching Buy Button, Instagram’s E-Commerce Possibilities, Pinterest’s Challenges

    This daily update analyzes the news that Google will launch a buy button for some mobile searches, and in that context moves to a discussion of e-commerce on Instagram and Pinterest.

  • Exponent Podcast: It’s a Watch that Does Stuff

    On Exponent, the weekly podcast I host with James Allworth, I finally have an Apple Watch: James has lots of questions about it. Listen to it here.

  • Google’s BeyondCorp, Reddit’s Anti-Harassment Policy, Speech and Abuse on the Internet

    Today’s update discusses Google’s new corporate security approach as well as Reddit’s new anti-harassment policy, as well as the surprising way in which they are connected.

  • Cisco’s Results — and Future, Tencent’s Advertising Shift

    Today’s update discusses how Cisco has seemingly responded to the threat of software-based networking, but why the future is more cloudy than outgoing CEO John Chambers thinks. Then, Tencent is slowly diversifying their business model, and it’s a big opportunity.

  • Verizon-AOL, Facebook Instant Articles, and the Future of Digital Advertising

    Two seemingly unrelated stores — Verizon buying AOL. and Facebook offering publishers the option of Instant Articles — are actually very much connected: advertising online is undergoing a fundamental shift, and while there will be a few big winners, there will be a lot more losers.

  • China Slowing, Apple Growing; Is Tesla Disruptive?

    Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.

  • Media Monday: Bill Simmons vs ESPN, Spotify and the Content Hierarchy, Periscope and Piracy

    Today’s Daily Update is all about the media: – ESPN will not renew Bill Simmons’ contract, which leads into a discussion of the value of individual brands, particular writers, and how that value can best be captured – Not all content is created equally, which helps explain Spotify’s surprising decision to diversify – Periscope presents a…

  • Yelp is for Sale, Fitbit Files for IPO, HERE Maps Update

    In today’s Daily Update: – Yelp is for sale. I discuss the problem with Yelp’s advertising business, as well as who might buy them and why – Fitbit is filing for an IPO. The company has some impressive numbers, and they are an interesting contrast to a company like Yelp. However, the Watch is coming… -…

  • AWS Follow-up; Tesla Powerwall; Google, LinkedIn, and Playing Nice

    Today’s Daily Update includes: – Follow up on yesterday’s post on AWS, including why Amazon still worries me – An overview of the Tesla Powerwall and what kind of company Tesla is – A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why

  • The AWS IPO

    AWS has long been a question mark when it comes to Amazon: it’s a good idea, and it makes money, but like it’s parent company, will it ever be profitable? The revelation that AWS is already very profitable indeed is a really big deal both for AWS but also for Amazon itself.