Ben Thompson
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Semil Shah: How FANGAM Impacts Startups, How Startups Adjust to FANGAM, Investing in a FANGAM World
Ben is on vacation, so Semil Shah wrote a guest post about startups in a world dominated by FANGAM: Facebook, Amazon, Netflix, Google, Apple, and Microsoft.
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Josh Horwitz: Uber in China, What Uber Got Right, Is Second Place Winning?
Ben is on vacation; in a guest post, Josh Horwitz explores Uber in China. What did they get right that so many other Western companies get wrong, and is it sustainable? What if they are only ever second place?
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Exponent Podcast: Competing Against Non-Consumption
On Exponent, the weekly podcast I host with James Allworth, we discuss How Facebook Squashed Twitter. Listen to it here.
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Twitter Follow-up, Apple’s Good Earnings, Apple is Not a Services Company
Understanding why Twitter failed has strategic implications today. Then, Apple’s earnings were better than they looked, but despite the CFO’s protestations, they are still not a services company.
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Twitter’s Shakeup, So You Wanted a Turnaround, Google’s Android Finances
There was another executive shakeup at Twitter, which probably shouldn’t have been a surprise. Plus, Oracle has revealed new numbers about Android that highlight just how little Google probably makes on mobile search.
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Exponent Podcast: Disrupting Trump
On Exponent, the weekly podcast I host with James Allworth, we discuss The FANG Playbook. Listen to it here.
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The FANG Playbook
The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.