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.
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.
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 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.
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.
Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.
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.
Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.
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.