Stitch Fix is a perfectly fine company that is a big startup success, in part because it paid attention to costs. It is very problematic that the Senate is threatening that, and potentially entrenching incumbents.
Bitcoin and Bitcoin Cash, TL;DR: The Bitcoin Paradox, Uber-Softbank Deal
Bitcoin versus Bitcoin Cash looks like a pump-and-dump deal; that, though underscores the paradox underlying Bitcoin’s value. Then, Uber and Softbank reach a deal that will reflect the fact Uber didn’t kill Lyft.
Exponent Podcast: Head-on is Hard
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple at Its Best. Listen to it here.
Apple Should No Longer Buy Netflix, Snap Earnings, Tencent Buys 12% of Snap
Circumstances — and outlooks — have changed from a year ago, which is why I don’t think Apple should buy Netflix. Then, Snap’s earnings are a reminder of why the company shouldn’t have gone public, but Tencent throws a lifeline.
Disney to Buy 21st Century Fox?, Two Strategies for Content Companies, Netflix and ESPN
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
Apple Earnings, Forecasting the iPhone X, Rising ASP and Services
Apple had a great quarter, and a great forecast that suggests there is more to come. Plus, the company is shifting to making money from its best customers.
Apple at Its Best
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
Exponent Podcast: The 50,000 Foot View
On Exponent, the weekly podcast I host with James Allworth, we discuss Tech Goes to Washington. Listen to it here.
Facebook Earnings, Facebook’s Strategy Credit (and Apple’s), Facebook and the Future
Facebook absolutely crushed earnings, confirming its duopoly power; the company’s commitment to hurting profitability did the same. Then, a reminder that Facebook has a positive role to play in the future.
Tech Goes to Washington
Facebook, Google, and Twitter testified before a Senate committee: it provided evidence of how tech prefers power over decentralization, even if it means regulation