On Exponent, the weekly podcast I host with James Allworth, we discuss The Facebook Brand. Listen to it here.
2018
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.
Drake on Twitch, Fortnite vs PUBG and Selling Feelings, The Returns to the Best
Drake was playing video games on Twitch, and it blew up: there is so much to unpack about games, new business models, Twitch, and asymmetrical returns on the Internet. (Plus, a brief note on that Siri article)
Apple Acquires Texture; The Problem with Magazines; Texture, Apple News, and Bundles
Apple acquired Texture and is taking the last, best shot at building a digital text bundle.
Qualcomm, National Security, and Patents
The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.
Google Sells Zagat to The Infatuation, The Infatuation and Zagat, More on Google and AMP
A review of why Google bought Zagat, what The Infatuation might do with the review site, and the parallels with the AMP project.