2018
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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.
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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)
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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.
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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.
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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.