On Exponent, the weekly podcast I host with James Allworth, we discuss The Aggregator Paradox. Listen to it here.
2018
More on Chrome and AMP, The Case Against Google, Decentralization and Paradigm Shifts
More on Chrome and AMP, and what The Case Against Google gets wrong about Microsoft. Then, why decentralized networks are aggregator kryptonite.
The Aggregator Paradox
Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.
The Mueller Indictment, Russian Sophistication, Facebook Tweets
The Mueller investigation produced its first indictment, and the biggest takeaway was the degree of Russian sophistication. This was good news for Facebook, until an executive undid it all.
Exponent Podcast: The Mailbag Episode
On Exponent, the weekly podcast I host with James Allworth, we answered reader questions. Topics include business school, career advice, the nature of strategy, creating the next Silicon Valley, and how governments should deal with the disruptions caused by the Internet. Listen to it here.
Olympics Ratings, P&G and Olympics Advertising, Total Audience Advertising
Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.
Twitter Earnings; The End of TellApart; Direct Versus Brand Marketing, and Size
Twitter’s earnings were both less and more impressive than they appeared; plus, a lesson I have learned about direct versus brand advertising, and what it means for both Twitter and Snap.
Shipping With Amazon, FBA Onsite, Uber and Waymo Settle
Amazon is unsurprisingly moving into logistics. It is another announcement, though, that explains the orthogonal way they are doing so. Then, Uber and Waymo settle in a win-win.
Exponent Podcast: The Products They Built Along the Way
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Middle Age. Listen to it here.
Snap Mania and Metamarkets; John Perry Barlow Dies; Barlow, Disney, and Streaming
When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.