One more follow-up to Tuesday’s Weekly Article, then why I don’t necessarily disagree with calls to regulate big platform players. Then, Facebook has changed the news feed, and while there will be an impact on media companies, the bigger news is what this says about Facebook.
Airbnb is raising money, and if you view them as an OTA competitors, the valuation makes sense. Still, the company needs to address its externalities problem, and hotels could help.
Brexit’s downsides are clear; might tech help realize upsides in building something new based on a new world order?
There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.
Ben and James discuss how the TV industry and the companies that advertise on TV are interconnected, and how they will rise and fall together.
Why Brexit would be bad for U.S. tech companies, Why Tesla May be Hurt Even if Solar City Isn’t Acquired, and the power of live for escapism and sports
Tesla offering to buy Solar City is why corporate governance matters. Then, a follow-up to yesterday’s piece on TV and why there is something much bigger going on, and why Tencent bought Supercell
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
Why did LinkedIn sell? The company almost certainly put itself into a box of its own making, over which it had no control. Meanwhile, Dropbox is cash-flow positive, but the company has made similar mistakes.
On the newest episode of Exponent, the podcast I co-host with James Allworth: Ben and James discuss Microsoft’s acquisition of LinkedIn and Apple’s WWDC announcements, and figure out why they feel so differently about the two of them. Links James Allworth: Who’s going to be having sleepless nights after Microsoft’s LinkedIn deal? — Medium Ben […]