Apple, Didi, and Occam’s Razor; Uber in China

Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.

Defending Facebook, Amazon Video Direct

The actual details of the Facebook Trending News scandal probably don’t warrant the outrage; what is more interesting is how Facebook found itself in hot water. Then, Amazon Video Direct is very interesting, but not because it’s going to be a YouTube competitor anytime soon.

The Real Problem With Facebook and the News

Facebook is receiving a lot of criticism for allegedly interfering with conservative topics when it comes to “Trending News”. In fact, though, the polarization reinforced by an engagement-driven feed is a much bigger concern.

Exponent Podcast: Bending Trees

On Exponent, the weekly podcast I host with James Allworth, we discuss Everything as a Service. Listen to it here.

The Full TSLA Experience, Twitter vs LinkedIn, Nintendo vs Sony

Elon Musk may be a lot of things, but he’s not exactly straight with investors, and now he’s making his biggest bet yet. Plus, the differences between Twitter and LinkedIn, and Nintendo and Sony

Everything as a Service

We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service

Amazon Earnings, Amazon’s Cloud War

Amazon’s earnings were even better than reported: it looks like the retail business is gaining real economies of scale, and AWS was even stronger than it appeared.