On Exponent, the weekly podcast I host with James Allworth, we follow-up on Facebook versus the media, and then dive into Spectacles and what makes for a compelling product. Listen to it here.
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.
A follow-up about wearables to remind folks that the smartphone still matters. Then, why mobile is a struggle for Google, illustrated by Amazon. Plus, Marriott and SPG are finally together, and it’s clear they (rightly) want to own the customer relationship
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).
The botched rollout of the Wall Street Journal’s Snap Spectacles story shows how media companies have to be more disciplined in their approach. Plus, why there’s no way Facebook screwed up its metrics on purpose.
On Exponent, the weekly podcast I host with James Allworth, we discuss Oracle’s Cloudy Future. Listen to it here.
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.