Ben Thompson
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Venture Capital and the Internet’s Impact
Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
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AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic
Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.
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Microsoft’s Hardware Event, Satya Nadella Versus Windows, The Surface Strategy
Microsoft’s hardware event was very compelling on multiple levels: what it said about Windows, what it said about Microsoft, and what it said about Satya Nadella.
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The Web-App Tradeoff, Google’s Accelerated Mobile Pages Project, A Win for the Web
Some follow-up on Twitter, and then a deep dive on Google’s Accelerated Mobile Pages project. Why is it necessary, what does it do, and is it to be applauded or feared?
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Jack Dorsey Named Twitter CEO, The Problem With Daily Fantasy
It took only a few hours for the first concerning response to the announcement of Jack Dorsey as CEO, and it came from his old adversary Ev Williams. Then, Daily Fantasy has a real scandal on its hands, but the implications of that scandal are the opposite of what most think about Daily Fantasy.
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Exponent Podcast: Check Facebook Time
On Exponent, the weekly podcast I host with James Allworth, we discuss The Facebook Epoch. Listen to it here.
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China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart
The Wall Street Journal says China’s O2O industry may be crashing, something that comes as little surprise to many observers. However, does that mean Silicon Valley should be worried? Plus, how to think about Uber, Postmates, Shyp, and Instacart
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Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware
There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.