Follow-up on Microsoft and IBM, including why Steve Ballmer deserves more credit than I gave him. Then, Facebook’s earnings and the reluctance to admit to pricing power, and why Instagram Stories are more innovative than Snapchat Stories
Google had great earnings again, although the usual questions — and a new one, about Google Cloud — remain unanswered. Then, Microsoft returned to annual revenue growth, an impressive milestone in the company’s turnaround.
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.
Three Alexa stories point towards Amazon’s drive — and challenges — in building the operating system of the home. Then, Spotify doesn’t create fake music, it just gives consumers what they want.
Facebook Messenger is rolling out display ads that feel like a shortcut to monetization, a discouraging sign for both the short and long term.
News publishers may want to emulate the music industry, but the only similarities that matter work in favor of the aggregators, not suppliers. Spotify is the perfect example.
Snap has announced a slew of updates over the past few months: some are more consequential than others, and one — Maps — is potentially transformational (for either good or bad!).