Spotify to Buy Soundcloud?, Apple Logs iMessage Contacts, Aetna and Apple Watch

Once you understand Spotify’s long-term business model buying Soundcloud makes a lot of sense. Then, Apple didn’t do anything wrong with iMessages, other than show they’re (rightfully) not privacy absolutists. Plus a few quick words on a big deal with Aetna.

Snapchat Spectacles and the Future of Wearables

Creating the future is not just about technology but about creating markets. Right now Snapchat is doing that as well as anyone, which bodes well for Spectacles (but don’t count out Apple).

Is AWS a Commodity?, Chat App Updates: WeChat, Facebook, and Google

The conventional wisdom is that AWS is a commodity, but that only makes sense in the context of the old world. Then, Google tries to catch up to Facebook which tries to catch up to WeChat which is leaping ahead.

Oracle’s Cloudy Future

Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.

Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary

Uber took a shortcut with Google two years ago and are paying the price today, even if the wound is only temporary. Meanwhile, Lyft is costing Uber money but not strategic positioning, and seem to be marketing themselves to acquirers. Plus, mourning the end of what Twitter could be (and no, the NFL didn’t help).