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Latest Podcast

2015

  • Why Disney and ESPN Will Be OK

    An increasing number of questions are being raised about the future of the pay-TV bundle, and of ESPN. The former may indeed be doomed, but that doesn’t mean the latter is in as much trouble as people think: after all, Disney is the master of differentiated content.

  • German Automaker Consortium Buys Here Maps, Don’t Dismiss Apple MVNO Rumors

    As expected a consortium of German automakers has acquired Here Maps. It’s hard to see this as anything other than defense of the status quo, particularly against Uber. What, though, will the latter do now? Then, the usual skepticism surround rumors that Apple will launch an MVNO. However, I think that Apple has more leverage than…

  • Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization

    LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works. Plus, meetup information for Chicago, New York,…

  • 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…

  • The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings

    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.

  • Aggregation Theory

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