On Exponent, the weekly podcast I host with James Allworth, we discuss A Technical Glitch. Listen to it here.
July 2016
Follow-up: Dollar Shave Club, CPG, and Amazon; Tesla’s Master Plan, Part Deux
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?
Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
Netflix Earnings, Netflix and the Aggregation Dream
Netflix’s earnings were disappointing for reasons characteristic to disappointing earnings for all service companies. For Netflix, though, the stakes are higher.
Softbank Buys ARM; Taylor, Kanye, Kim, and Twitter
Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.
Amazon Prime Day and Prime Challenges, Facebook Diversity Numbers Don’t Budge
Amazon Prime Day was a smashing success, at least if you ask Amazon. The ongoing shift in ecommerce models, though, threatens Prime’s underlying value proposition. Then, Facebook’s disappointing diversity numbers.
Facebook and Twitter to Stream Conventions; ESPN Going Over-the-top, Kind-of
The different approaches Facebook and Twitter are taking to the political conventions get at the differences between the two platforms; then, ESPN continues to experiment with going over-the-top
A Technical Glitch
Facebook Live is likely a lot more meaningful than Facebook expected: it’s a plus for society, but Facebook should expect more scrutiny. Given that, they have work to do when it comes to transparency.
The Pokémon Go Phenomenon, Nintendo’s Pivot, Additional Notes on Pokémon Go
Pokémon Go is a phenomena. What matters, though, is what it says about Nintendo and the way it might approach mobile going forward. Plus, what makes a good product, and why the augmented reality hype is both overblown yet justified.
Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
Disney continues to invest in the future by buying part of MLBAM, while Comcast and Verizon settle into their roles as utilities. Plus, why Spotify’s antitrust complaints don’t make much sense, even if Apple isn’t being very fair.