November 2016

Exponent Podcast: The Backlash Has Arrived

Friday, November 11, 2016

On Exponent, the weekly podcast I host with James Allworth, we the Trump election, filter bubbles, and the responsibility of the tech industry. Listen to it here.

Twitter vs Facebook and Adam Bain’s Departure, Samsung Readies AI Assistant, Three Snapchat Updates

Thursday, November 10, 2016

A reminder that the bubble problem applies to everyone, while Twitter is losing a key exec. Then, the riddle of Assistants on premium Android, and three Snapchat updates.

Donald Trump is the President-Elect, Tech Under Trump, The Big Picture

Wednesday, November 9, 2016

Donald Trump is the president-elect, and the temptation is to reduce his success to black-and-white issues. That would be a mistake for the tech industry in particular.

Why Twitter Must Be Saved

Tuesday, November 8, 2016

First, a reposting of an old Stratechery article, Rebuilding the World Technology Destroyed. Then, why Twitter is an essential antidote to Facebook and must be preserved.

Microsoft Teams versus Slack, Facebook Earnings

Monday, November 7, 2016

A follow-up on Microsoft Teams and Slack after having used the former; then, Facebook’s Earnings were more concerning than expected.

Exponent Podcast: Should Apple Buy Netflix?

Friday, November 4, 2016

On Exponent, the weekly podcast I host with James Allworth, we discuss Apple Should Buy Netflix. Listen to it here.

Slack and the Macintosh, Microsoft Teams, Slack’s Ad

Thursday, November 3, 2016

Slack made Microsoft’s Teams announcement much more exciting with a taunting ad in the New York Times, an echo of Apple’s ad welcoming IBM to the PC. That may not be the precedent that Slack wants.

Google Earnings; The Problem with Alphabet; Twitter Earnings, Layoffs, Vine

Wednesday, November 2, 2016

Google’s earnings were good, but maybe not quite as revelatory as they could be. What is clear, though, is that Google, not Alphabet, will drive growth. Then, Twitter made some changes; they’re probably not enough in the long run, but a good start.

Why Apple Shouldn’t Buy Netflix, Amazon Earnings

Tuesday, November 1, 2016

A follow-up to yesterday’s weekly article that Apple Should Buy Netflix, then a look at Amazon’s earnings.

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

Exponent Podcast: The Backlash Has Arrived

Donald Trump is the President-Elect, Tech Under Trump, The Big Picture

Exponent Podcast: Should Apple Buy Netflix?

Why Apple Shouldn’t Buy Netflix, Amazon Earnings

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