Elon Musk may be a lot of things, but he’s not exactly straight with investors, and now he’s making his biggest bet yet. Plus, the differences between Twitter and LinkedIn, and Nintendo and Sony
2016
Doubting the iPhone Revisited, What Has Changed, On Being Bearish
Today I revisit last year’s piece Stop Doubting the iPhone and why I may have been wrong. What data and assumptions have changed, and why?
Everything as a Service
We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service
Amazon Earnings, Amazon’s Cloud War
Amazon’s earnings were even better than reported: it looks like the retail business is gaining real economies of scale, and AWS was even stronger than it appeared.
Exponent Podcast: Physical Goods
On Exponent, the weekly podcast I host with James Allworth, we discuss Antitrust and Aggregation. Listen to it here.
Facebook Earnings, Facebook and New Market Disruption, Facebook’s Share Reclassification
In a market where it’s peers have been struggling Facebook crushed it again, proving out The Facebook Epoch. However, could the company’s potential be even greater than that? Plus why the company’s share reclassification makes me uncomfortable.
Apple’s Run, Apple Earnings and the iPhone Upgrade Cycle, The iPhone in China
Apple had an amazing run, but now there are very real questions about the iPhone, in no small part because Apple itself doesn’t seem sure what is going on.
Antitrust and Aggregation
The European Commission’s antitrust case against Google is likely to be the first of many against aggregators, because the end game of Aggregation Theory is monopoly.
Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
Exponent Podcast: Apple’s Organization and Services
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Organizational Crossroads. Listen to it here.