Twitter’s Earnings, Snap’s Earnings, Escaping the Duopoly

Twitter and Snap both had encouraging earnings, for reasons that were both similar and also unique to each company and their history. Perhaps there is hope for consumer tech companies after all — and maybe Facebook and Google aren’t so bad.

Uber Questions

Uber’s S-1 raises more questions than it answers

Disney and the Future of TV

TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.