June 2015

Evernote Seeking New CEO, E3 and the End of Exclusives, Playstation Vue’s “A La Carte” Offering

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In a shocking — but perhaps not surprising — announcement Evernote CEO Phil Libin said the company would be seeking a new CEO. How well is Evernote doing, and will they ever become a private company?

E3 Day Zero was also yesterday, and while Sony in particular had some compelling announcements for an old guy like me, how sustainable is the current console business given the end of exclusives? Also, Sony’s Playstation Vue announcements sounds like a big deal, but they’re really not interesting at all.

Uber in China, Didi Kuaidi Raising $1.5 Billion, China Scale and Apple Maps

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It seems that Uber is doing far better in China than expected. How is the company succeeding where other western companies have failed, and is their success sustainable? Plus fundraising news from Uber’s biggest competitor, and some amazing numbers about China’s scale.

Exponent Podcast: An Exhausting Week

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On Exponent, the weekly podcast I host with James Allworth, we discuss Dick Costolo stepping down as CEO of Twitter, Apple’s seeming war on Google, and the concerning launch of Apple Music. Listen to it here.

Dick Costolo Out as Twitter CEO, Costolo’s Key Shortcoming, Twitter’s Next CEO

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Dick Costolo is out as Twitter’s CEO, a shocking but unsurprising outcome. This update examines why he had to go, as well as why this week’s Twitter product announcements expose the biggest shortcoming of his tenure. Finally, I examine the necessary qualities for Twitter’s next CEO and who might make sense.

Battle of the Box, Updated; Apple Enables Ad-Blockers

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A year ago I compared and contrasted Box and Dropbox; both have taken very different paths over the last year, and in light of Box’s earnings and recent Dropbox news I check back in on their progress. Also, Apple and ad-blockers.

Apple Music and Apple’s Focus

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Apple Music was a muddled mess, which raised the question of why it exists in the first place. Is it important anymore? More importantly, is Apple having trouble remembering how to focus?

Exponent Podcast: Apple, Google, and Privacy

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On Exponent, the weekly podcast I host with James Allworth, we discuss Jony Ive’s promotion, the future of Apple, Google I/O, and Tim Cook’s speech on privacy. Listen to it here.