On Exponent, the weekly podcast I host with James Allworth, we discuss The Arrival of Artificial Intelligence. Listen to it here.
March 2017
Artificial Intelligence Follow-up, FCC Privacy Rules Overturned, Winners and Losers
A follow-up to The Arrival of Artificial Intelligence, then an explanation of what just happened with ISPs and privacy, and a review of the winners and losers.
The Arrival of Artificial Intelligence
What is artificial intelligence? Is it really any different than technology? In my estimation machine learning is truly something new, and the effects on society will be significant.
Mulesoft IPO, Okta S-1, Cohort Analysis in S-1s
Mulesoft and Okta are two examples of companies that are not just software-as-a-service companies themselves, but enablers of more. That should make traditional vendors nervous.
Medium and Bundle Economics, Text vs Music vs Video, Another Uber Scandal
More on Medium: the company is trying to sell a bundle, but there are no bundle economics in its favor. Then, Uber has another scandal, with a familiar person at the center.
Exponent Podcast: Smiling Curves and Self-Driving Cars
On Exponent, the weekly podcast I host with James Allworth, we discuss Intel, Mobileye, and Smiling Curves. Listen to it here.
Medium Membership, Medium Content, The Medium Newspaper
Ev Williams premise that media is broken is correct. It’s broken, though, because of the business model, which means another bad business model isn’t the solution.
Apple Announcements, iPhone Strategy vs iPod Strategy, Clips
Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.
On Agency Commissions and Fees, Google’s Advertising Changes, Foursquare Analytics
Following up on Ad Agencies and Accountability, first with a correction on agency fees, and then a discussion of Google’s announced changes. Then, Foursquare has completed its multi-year pivot, and it looks like a great business.
Ad Agencies and Accountability
Google is in hot water again, this time for ads placed against objectionable content. However, ad agencies and brands are just as responsible, and can no longer live in the past.