WannaCry is yet another systematic breakdown in security: the blame, though, is less with Microsoft and end users — nor the government — but rather a mismatched business model.
May 2017
Exponent Podcast: The Job of Local News
On Exponent, the weekly podcast I host with James Allworth, we discuss The Local News Business Model. Listen to it here.
Snap Earnings, Seasonality Versus Maturity, Snap’s Missing Business
Snap’s earnings were far worse than expected: not only is user growth slowing, but so is revenue. The company needs to build a real business far more quickly.
Amazon Echo Show, Siri Speaker, Echo Look
Echo Show is a naturally evolution of the Echo and Amazon’s goal to own the house. Siri speaker, meanwhile, is locked into iPhone thinking. Plus, the Echo Look’s focus on selfies highlights the decline in offline retail.
The Local News Business Model
Subscriptions are the future of local news: the key, though, is getting rid of newspapers.
Facebook Earnings, Advertisers Won’t Save Local News, Bret Stephens and the NYT Business Model
Facebook’s earnings show that the company’s ads are differentiated. Then, advertisers won’t save local news, and a reminder that publications need to match their journalism with their business model.
Exponent Podcast: WeChat, China, and Apple
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s China Problem. Listen to it here.
Apple-WeChat Follow-up, Windows 10 S and the Education Market
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
Apple’s China Problem
Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.
Twitter Earnings, Twitter’s Video Push, Amazon Earnings
Twitter’s earnings were encouraging when it comes to user growth, but the company’s focus on video is a disappointment. Then, Amazon’s earnings were mixed: AWS has competition, but e-commerce is dominant.