Snap has a more cogent vision than the one it presented in its S-1; the problem is it might be too late. Tencent, meanwhile, fresh off its Snap investment has picked up a piece of Spotify.
Facebook is acquiring tbh, another burgeoning social network; regulators erred in allowing the Instagram and WhatsApp acquisitions, but there is no better place to start enforcing the law than now.
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
Snap’s earnings were far worse than expected: not only is user growth slowing, but so is revenue. The company needs to build a real business far more quickly.
More evidence of faltering Snapchat growth, and a cautionary tale from LINE. Then, lots of news from Samsung, a company doing much better than most think.
Amazon is looking into sports, but real changes won’t happen for a while. Then, Instagram continues to battle Snapchat, which is a useful reminder that the best Facebook antidote is competition.
More news and follow-up on Didi and Uber, and whether or not Instagram Stories will succeed. Then, Walmart is reportedly buying Jet.com, but Amazon’s earnings show how far they have to go.
Instagram copied Snapchat, and that’s a good thing: differentiation is about far more than features, and this is Facebook’s best shot at holding off Snapchat.
Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.
Instagram is changing the feed, and even though users say they don’t like it it’s the right decision. Plus, why Snapchat may be a threat. Then, two pieces of news about Apple and the cloud, both good and bad. Plus, Microsoft is still competitive, and rightly so.