Ben Thompson
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Uber-Didi Follow-up, SalesForce Buys Quip
More on Uber and Didi, and why the evaluation of this deal depends on the lens you use. Then, why Salesforce bought Quip, and what that says about both enterprise startups and Salesforce versus Microsoft.
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Didi Acquires Uber China, Why Uber China Was Doomed, Was Uber China Worth It?
Didi has acquired Uber China. This Update goes through the history of ride-sharing in China, why Uber China was doomed, and evaluates whether Uber China was worth the investment.
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Didi Acquires Uber China, Why Uber China Was Doomed, Was Uber China Worth It?
Didi has acquired Uber China. This Update goes through the history of ride-sharing in China, why Uber China was doomed, and evaluates whether Uber China was worth the investment.
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Exponent Podcast: Following a Pokémon Off a Cliff
On Exponent, the weekly podcast I host with James Allworth, we discuss A Technical Glitch. Listen to it here.
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Follow-up: Dollar Shave Club, CPG, and Amazon; Tesla’s Master Plan, Part Deux
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?
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Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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Netflix Earnings, Netflix and the Aggregation Dream
Netflix’s earnings were disappointing for reasons characteristic to disappointing earnings for all service companies. For Netflix, though, the stakes are higher.
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Amazon Prime Day and Prime Challenges, Facebook Diversity Numbers Don’t Budge
Amazon Prime Day was a smashing success, at least if you ask Amazon. The ongoing shift in ecommerce models, though, threatens Prime’s underlying value proposition. Then, Facebook’s disappointing diversity numbers.