Twitter Follow-up, Nintendo’s Conundrum

Some follow-up and clarification on yesterday’s piece on Twitter’s advertising business, plus a rumination on where exactly Nintendo is going as a company.

Stop Doubting the iPhone, The Macintosh Company

There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.

Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat

As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.

YouTube Red, Yahoo Stumbles

YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.

In Defense of The New York Times

Amazon and The New York Times had a fascinating exchange this week, on Medium of all places. What that exchange represents — the search for truth, now open to anyone — is far more important than the particular article in question.

Meituan-Dianping Merge in China, Facebook Messenger’s Business Model, Facebook and Teens

China’s O2O market is in the consolidation phase, and the competition is fierce. That, though, helps highlight why an advertising business model is sometimes so attractive, like, for example, the one that Facebook has. Plus, why the “Facebook has a problem with teens” narrative really isn’t a big deal