On Exponent, the weekly podcast I host with James Allworth, we discuss Apple Should Buy Netflix. Listen to it here.
2016
Slack and the Macintosh, Microsoft Teams, Slack’s Ad
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
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
A follow-up to yesterday’s weekly article that Apple Should Buy Netflix, then a look at Amazon’s earnings.
Apple Should Buy Netflix
The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.
Surface Studio, Nintendo Switch, and Niche Strategies
Microsoft’s Surface Studio and Nintendo’s Switch are exciting products because unlike previous failures, they start with the assumption that smartphones matter most
Apple Earnings, The End of Google Fiber
Apple reports solid earnings with good news for the iPhone, while Google pulls the plug on Fiber.
AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings
Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)
AT&T to Buy Time Warner (Pending Regulatory Approval), The AT&T Perspective, The Time Warner Perspective
Breaking down the AT&T acquisition of Time Warner: why most antitrust criticism is wrong, what AT&T stands to benefit, why Time Warner is the big winner, and what regulators ought to focus on.
Exponent Podcast: The Disruption of Everything
On Exponent, the weekly podcast I host with James Allworth, we discuss The IT Era and the Internet Revolution. Listen to it here.