Follow-up to The IT Era and the Internet Revolution, then why Snapchat’s new paid-content model is such a great idea.
2016
The IT Era and the Internet Revolution
The history of technology is of two distinct eras: information technology enhanced existing business. The Internet revolution is destroying them.
Netflix Earnings, The Apple Car Reset
Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.
Nobody Wants Twitter, VMware Cloud on AWS, Amazon Convenience Stores and Amazon Music Unlimited
Unsurprisingly, no one wants to buy Twitter, which will likely muddle long. Then, Amazon’s deal with VMWare makes a ton of sense for Amazon in particular; the company is also experimenting with convenience stores and music subscriptions.
Exponent Podcast: Defining Consumerization of IT
On Exponent, the weekly podcast I host with James Allworth, we discuss Chat and the Consumerization of IT. Listen to it here.
Workplace by Facebook, Why Facebook Should Buy Okta, The Oculus Connect 3 Keynote
Workplace by Facebook is very compelling, but success will require full-on commitment from both Facebook and adopting companies. Plus, if Facebook is serious about enterprise they should buy Okta, and why Mark Zuckerberg’s vision for VR makes me uneasy.
Chat and the Consumerization of IT
What does the consumerization of IT even mean? Workplace by Facebook, Skype Teams from Microsoft, and Slack offer three definitions.
Twilio’s Secondary Offering, Samsung Discontinues Note 7, Is Google Assistant Exclusive?
Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?
Coupa IPOs — and Pops, Why (Most) IPOs are Under-Priced, Why the IPO Process Doesn’t Change
The latest tech IPOs are all popping in price: are banks screwing startups? In fact, I think it is not a big deal, and may even help startups. Regardless, it is very unlikely to change.
Exponent Podcast: Google’s New Business Model
On Exponent, the weekly podcast I host with James Allworth, we discuss the history of Android and why Google’s new phone signifies such a profound shift for the company. Listen to it here.