2019
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Amazon Earnings, AWS Concerns, Google Earnings
Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.
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Microsoft Wins JEDI Contract, Microsoft Versus Amazon, Microsoft Earnings
Microsoft won the JEDI contract with the Department of Defense under questionable circumstances, which shouldn’t disguise the fact that Microsoft had a compelling case. Then, Microsoft’s earnings are impressive but too vague.
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Exponent Podcast: The Second Estate Era
On Exponent, the weekly podcast I host with James Allworth, we discuss The Internet and the Third Estate. Listen to it here.
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SoftBank Rescues WeWork, Owning WeWork, Zuckerberg in Congress
SoftBank is rescuing WeWork in a very strange transaction, then re-visiting what I have written about WeWork. Plus, Zuckerberg’s appearance in Congress confirmed why Libra is the wrong approach for the company.
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Ghost 3.0, An Interview with Ghost CEO John O’Nolan
There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.
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Ambient Computing and Antitrust, Google’s New Revenue Streams, Netflix Earnings
The real antitrust concern is with potential constraints on ambient computing. Then, Google has its own Services Narrative, and Netflix’s earnings should be viewed with concern.
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Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
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Exponent Podcast: The Abyss Stares Back
On Exponent, the weekly podcast I host with James Allworth, we discuss The China Cultural Clash. Listen to it here.