Portability and Interoperability

Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.

Facebook Pay, Google Checking, Tech Company Differences

Facebook announced Facebook Pay, which is far different from Libra. Then, Google is apparently getting into checking, which leads to a question of motivations: each of the tech companies are approaching financial services from a different angle.

Amazon Earnings, AWS Concerns, Google Earnings

Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.

Beachheads and Obstacles

Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.

Day Two to One Day

Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are the other big tech companies?

The WeWork IPO

The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.