Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.
April 2022
Twitter Follow-Up, Google Earnings, ATT and Google
Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
Elon Musk Buys Twitter, Musk’s Financing, The Status Quo and Future Variance
Twitter accepted Elon Musk’s offer; the nature of his financing suggests what might come next. After that, though, is more uncertain than ever.
Beyond Aggregation: Amazon as a Service
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
An Interview with Ramp Founder Eric Glyman
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.
Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
What About Bluesky?, Moderation and Control, What’s Next for Twitter
Why my proposal for Twitter is different than Bluesky, more on moderation, and exploring what is next for Twitter
Back to the Future of Twitter
Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy
Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.