Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
2017
The Uber Disaster Round-up, Waymo and Lyft Form Partnership
Uber’s disasters continue, but the Lyft partnership with Waymo has a chance to be existential.
Microsoft Build, iTunes on the Windows Store
Satya Nadella sketched a new vision at Microsoft Build, but the company has yet to replace the Windows engine. Then, Microsoft (likely) compromises to get iTunes into the Windows Store.
WannaCry About Business Models
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.
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.