The slides that stood out to me from Mary Meeker’s annual Internet Trends report.
May 2018
Snap’s Monetization Flaw; Microsoft and the Effect of Antitrust; Apple, Russia, and Telegram
Reactions from the Code Conference interviews with Snap CEO Evan Spiegel and Microsoft President and Chief Legal Officer Brad Smith, plus a very problematic demand of Apple by the Russian government.
The Bill Gates Line Follow-up, Twitter and the Bill Gates Line, Data Portability and Facebook
Following up on The Bill Gates Line, applying it to Twitter, and then why Facebook portability is a bad idea.
Exponent Podcast: Black Holes
On Exponent, the weekly podcast I host with James Allworth, we discuss The Bill Gates Line. Listen to it here.
Okta’s Developer Conference, An Interview with Okta CEO Todd McKinnon
An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.
The Bill Gates Line
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
Sports Gambling Defederalized, Amazon Channels
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
Exponent Podcast: Platforms Versus Aggregators
On Exponent, the weekly podcast I host with James Allworth, we discuss The Moat Map. Listen to it here.
Spotify’s New Hate Policy, Twitter’s Behavior Policy, YouTube Music and YouTube Premium
Spotify’s new hate policy and Twitter’s behavior policy seem like good things at first glance, but what they suggest about the companies’s power is worrisome. Plus, YouTube’s subscription plans are as confusing as ever.