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.
March 2018
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.
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!
Five Years, Facebook’s Apology, Facebook’s New Scandal
First, a reminder that social media has big benefits, before diving back in to Facebook’s burgeoning scandal; it seems clear the company doesn’t understand exactly what it is facing.
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.
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.
What Was Facebook Thinking?, Facebook’s Platform Folly, Does This Mean Regulation?
The answer to “What Was Facebook Thinking” may be less about strategy and more about not understanding the type of company Facebook was meant to be. Plus, why regulation probably isn’t imminent.
The Difference Between Google and Facebook, Facebook’s Pedantry, Facebook and the Value of Data
More on the fallout from Facebook and Cambridge Analytica: why Google and Facebook are different, why that explains how they treat data, and why Facebook seems so oblivious.
The Facebook Brand
The Facebook brand is, due to Facebook’s strategic choices, about not respecting privacy. That is why the Cambridge Analytica story is such a problem for the company.
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.