Twitter and Snap both had encouraging earnings, for reasons that were both similar and also unique to each company and their history. Perhaps there is hope for consumer tech companies after all — and maybe Facebook and Google aren’t so bad.
More on why giving information to investors often helps companies, then why Luminary, a new service for podcasters, is probably not going to succeed. Building bundles is hard!
Uber’s S-1 raises more questions than it answers
On Exponent, the weekly podcast I host with James Allworth, we discuss Disney and the Future of TV. Listen to it here.
More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.
Apple settled its lawsuit with Qualcomm, while Intel exited cellular modems: how are these event connected? Then, why Apple miscalculated in its decision to sue Qualcomm.
Follow-up on Disney and the Future of TV, including why Disney as a whole will gain so much from Disney+. Then, AT&T sells out of Hulu, and Comcast probably will too, and why Comcast appears in better shape.
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.
On Exponent, the weekly podcast I host with James Allworth, we discuss A Regulatory Framework for the Internet. Listen to it here.
Why Bloomberg’s article about Alexa was both scare-mongering and a missed opportunity, plus why Disney’s 2015 plummet in the stock market was a blessing in disguise.