Facebook’s Impressive Consistency, Yelp’s Employee Problem

Facebook consistently delivers good results, which is why they get a lot of leeway from investors. Perhaps the latter aren’t as irrational as everyone thinks. Plus, Yelp’s big problem, and why it might affect Twitter.

The Case for Jack Dorsey, Twitter CEO

For years Twitter has prioritized advertisers and revenue over users and product. The problem is that the latter begets the former, but not the other way around. Product must come first, which means Jack Dorsey should be Twitter’s CEO.

Intel and the Delay in Moore’s Law, Another Android Vulnerability

Moore’s Law has officially hit a slow-down. The more important question is why — and it is necessarily as bad a thing as we expected? Plus, the latest Android vulnerability points to a big Apple advantage and the implications of tradeoffs.

Amazon’s Transformation, The Apple Music Backlash

Amazon turned a surprising profit: was it on purpose? More importantly, what does it say about the fundamental nature of Amazon as a company and as an investment? Plus, why the Apple Music backlash shouldn’t be a surprise, and a survey about meet-ups for this summer.

In Defense of Markets, The Qualcomm Mess, Uber and de Blasio

I think that the stock market tends to get a bad rap amongst tech pundits and executives; in fact, it is a critical part of how new companies defeat incumbents. Still, sometimes markets get it wrong and I think that is the case with Qualcomm. Plus, what Uber’s episode with New York City mayor Bill de Blasio suggests about politics and Aggregation Theory.

Aggregation Theory

The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.

Google’s Impressive Earnings, Ebay’s Uncertain Future

Google had great results that were impressive not just from a dollars and cents perspective, but also from a strategic perspective. Plus, brief thoughts on Ebay as it spins off Paypal.

Why Web Pages Suck

Everyone complains about web pages that suck, but the reality is that it is advertisers who call the shots. This should, at a minimum, put Facebook’s Instant Articles and Apple’s News app in a new light.