March 2018
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Uber Sells Out in Southeast Asia; Uber’s Self-Driving Tragedy; Doing the Right Thing, Inevitably
Uber is officially out of Southeast Asia, ultimately thanks to Softbank. Then, tragedy, as an Uber self-driving car kills a woman. This may be the end of the program, but the decision should have been made before.
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Stratechery 4.0 Follow-up, Apple’s Educational Event, The Meaning of Better
A quick aside as to why Stratechery doesn’t have an app, then a review of Apple’s educational event, and why the company’s business model limits it in education relative to Google.
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Stratechery 4.0
The newest version of Stratechery.com: now explore the site via concept, company, or topic, or use dramatically improved search functionality. Plus, a new logo!
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Exponent Podcast: Facebook’s Real Mistake
On Exponent, the weekly podcast I host with James Allworth, we discuss The Facebook Brand. Listen to it here.
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Salesforce Acquires Mulesoft, The Enterprise Cloud Opportunity, Salesforce’s Opportunity
Salesforce is acquiring Mulesoft. While the price seems high, there is a unique opportunity to be the integration layer in enterprise software.
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Exponent Podcast: Qualcomm, Patents, and Innovation
On Exponent, the weekly podcast I host with James Allworth, we discuss Qualcomm, National Security, and Patents. Listen to it here.