November 2016

How Google Is Challenging AWS

Wednesday, November 30, 2016

AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.

AT&T Launches DirecTV Now, Sling TV Adds Cloud DVR, Regional Sports Networks

Tuesday, November 29, 2016

AT&T’s DirecTV Now product seems underwhelming, but there is a market for it, and zero rating is a big differentiator. Plus, the problem with OTT and regional sports networks

Ctrip Buys Skyscanner, Ctrip’s International Potential, Airbnb Rumored to Buy Xiaozhu

Monday, November 28, 2016

There is a lot of news about the Chinese travel space, particularly Ctrip’s acquisition of Skyscanner, but given the nature of travel it is news that resonates globally.

Facebook’s China Censorship Tool, The Fake News Connection, A Thanksgiving Note

Wednesday, November 23, 2016

Facebook has pre-emptively built a tool for censoring content in China even as the Chinese government is talking about “fake news”. Then, a note of thanks from me to you.

Amazon Explores Sports Rights, Insta-Snapchat-Gram, Zuckerberg on Fake News

Tuesday, November 22, 2016

Amazon is looking into sports, but real changes won’t happen for a while. Then, Instagram continues to battle Snapchat, which is a useful reminder that the best Facebook antidote is competition.

Exponent Podcast: Sins of Commission and Omission

Friday, November 18, 2016

On Exponent, the weekly podcast I host with James Allworth, we discuss Fake News. Listen to it here.

Fake News Follow-up and Twitter Bans, Facebook Screws Up More Measurements, Snap Files for IPO

Thursday, November 17, 2016

A follow-up to Fake News, and why Twitter’s bans are different. Then, the better approach to Facebook’s power is more transparency. Plus, Snap is both IPOing and showing why they are following in Facebook’s footsteps.

Fake News

Wednesday, November 16, 2016

Facebook is under fire for fake news and filter bubbles; they are a problem, but most of the proposed solutions are far worse.

Samsung Buys Harman International, Qualcomm Acquires NXP, The Nintendo Classic Edition

Tuesday, November 15, 2016

Both Samsung and Qualcomm are moving into cars: I like Samsung’s move better, but both make sense. Then, Nintendo continues to have trouble adapting to the reality of today’s market

Snapchat Spectacles “Launch”, Facebook’s Real Problem

Monday, November 14, 2016

Recent news about Snapchat (Spectacles) and Facebook (its effect on elections) couldn’t be more different; that’s why they are, in fact, related.

Wemby, Harper and an Instant Classic from the Spurs in Game 1 vs. OKC

How Google Is Challenging AWS

AT&T Launches DirecTV Now, Sling TV Adds Cloud DVR, Regional Sports Networks

Ctrip Buys Skyscanner, Ctrip’s International Potential, Airbnb Rumored to Buy Xiaozhu

Exponent Podcast: Sins of Commission and Omission

Samsung Buys Harman International, Qualcomm Acquires NXP, The Nintendo Classic Edition

Wemby, Harper and an Instant Classic from the Spurs in Game 1 vs. OKC

Data Center Unpopularity

Multiple Cavs Play Well in the Same Game, Thunder-Spurs Is Real and It’s Spectacular, What’s Next for the Wolves and Pistons

Personal Day

An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference

Wemby, Harper and an Instant Classic from the Spurs in Game 1 vs. OKC

Data Center Unpopularity

Multiple Cavs Play Well in the Same Game, Thunder-Spurs Is Real and It’s Spectacular, What’s Next for the Wolves and Pistons

An Interview with Joanna Stern About Living With AI

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment