AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
November 2016
AT&T Launches DirecTV Now, Sling TV Adds Cloud DVR, Regional Sports Networks
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
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
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
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
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
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
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
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
Recent news about Snapchat (Spectacles) and Facebook (its effect on elections) couldn’t be more different; that’s why they are, in fact, related.