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.
Twitter’s earnings were concerning, and the explanation on the earnings call was opaque. What exactly is going on, and what is the company trying to hide?
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.
There’s another new payments solution coming — Chase Pay. The punchline is easy: it will fail. Why it will fail, though, is interesting, and it shows the opportunities and challenges for Apple Pay specifically and the usefulness of Aggregation Theory.
Google provided another set of strong earnings, and a return to their roots — search — is the biggest reason why. Plus, my review of the Steve Jobs movie.
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 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.
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.
Dropbox just announced a major new product, Paper. However, I think it is far too little far too later. Meanwhile, Google is using pricing gimmicks for Apps, which speaks to how little the core product has evolved.
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