Amazon is buying Ring: it makes sense for the latter to sell, and while the reasons for the former to buy are less obvious, they are equally compelling.
Dropbox’s falling cost of revenue has received a lot of attention, but absent more data, the trend appears unsustainable — just a company getting ready to go public.
Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.
On Exponent, the weekly podcast I host with James Allworth, we discuss The Aggregator Paradox. Listen to it here.
More on Chrome and AMP, and what The Case Against Google gets wrong about Microsoft. Then, why decentralized networks are aggregator kryptonite.
Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.
The Mueller investigation produced its first indictment, and the biggest takeaway was the degree of Russian sophistication. This was good news for Facebook, until an executive undid it all.
On Exponent, the weekly podcast I host with James Allworth, we answered reader questions. Topics include business school, career advice, the nature of strategy, creating the next Silicon Valley, and how governments should deal with the disruptions caused by the Internet. Listen to it here.
Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.
Twitter’s earnings were both less and more impressive than they appeared; plus, a lesson I have learned about direct versus brand advertising, and what it means for both Twitter and Snap.