2016
-
Opendoor: A Startup Worth Emulating
OpenDoor has a unique yet high-risk approach to residential real estate; that’s a great thing, both for its prospects and for society.
-
OpenAI Universe and DeepMind Lab, Amazon Go
OpenAI and DeepMind released broadly similar products that speak to their different approaches, but what is most interesting from a business perspective are products like Amazon Go.
-
Media Monday: Bill Simmons’ HBO Show Cancelled, Axios Unveiled (Kind-of)
It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.
-
Exponent Podcast: Google Versus AWS
On Exponent, the weekly podcast I host with James Allworth, we discuss How Google is Challenging AWS. Listen to it here.
-
Amazon Re:Invent; Google vs AWS vs IBM vs Microsoft; Stratechery Gifts, Schedule, Subscription Switching
Some Stratechery announcements around gifts, schedule, and subscription switching, then a reminder that AWS is still the clear leader in the cloud, and why Google has a customer service challenge
-
How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
-
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.