January 2016
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Exponent Podcast: Competing Against Non-Consumption
On Exponent, the weekly podcast I host with James Allworth, we discuss How Facebook Squashed Twitter. Listen to it here.
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Twitter Follow-up, Apple’s Good Earnings, Apple is Not a Services Company
Understanding why Twitter failed has strategic implications today. Then, Apple’s earnings were better than they looked, but despite the CFO’s protestations, they are still not a services company.
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Twitter’s Shakeup, So You Wanted a Turnaround, Google’s Android Finances
There was another executive shakeup at Twitter, which probably shouldn’t have been a surprise. Plus, Oracle has revealed new numbers about Android that highlight just how little Google probably makes on mobile search.
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Exponent Podcast: Disrupting Trump
On Exponent, the weekly podcast I host with James Allworth, we discuss The FANG Playbook. Listen to it here.
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The FANG Playbook
The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.
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Exponent Podcast: Driving Into the Future
On Exponent, the weekly podcast I host with James Allworth, we discuss Cars and the Future. Listen to it here.