On the business, strategy, and impact of technology.
In today’s Daily Update:
– Yelp is for sale. I discuss the problem with Yelp’s advertising business, as well as who might buy them and why
– Fitbit is filing for an IPO. The company has some impressive numbers, and they are an interesting contrast to a company like Yelp. However, the Watch is coming…
– An update on the HERE Maps bidding
Today’s Daily Update includes:
– Follow up on yesterday’s post on AWS, including why Amazon still worries me
– An overview of the Tesla Powerwall and what kind of company Tesla is
– A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why
Good morning, The earnings onslaught continues. On to the update: Amazon Earnings Amazon’s management did a better job of avoiding income taxes this quarter: the company is back to its usual — and surely intentional — loss-making ways. From The Wall Street Journal: The Seattle company reported a loss despite rapidly rising sales, as itSubscribe […]
Good morning, Earnings season is here, plus a big(?) announcement from Google. On to the update: Facebook Earnings Facebook had another good quarter, and the stock is up…oh wait, just like last quarter the stock is down after-hours. Last quarter’s slide didn’t make sense at the time, and quickly reversed itself: as of yesterday’s closingSubscribe […]
Good morning, In Tuesday’s Daily Update I wrote: The big problem for Uber is that they’re a private company: as I noted last week one advantage of an IPO is that it makes a company’s shares into a powerful tool for acquisitions. Uber, though, would need to pay cash. As Marc Andreessen pointed out onSubscribe […]
Twitter’s blog is generally a cheery place, with one big exception from 2012: the innocuously named Changes Coming in Version 1.1 of the Twitter API, and in particular, the section called “Changes to the Developer Rules of the Road” that attempted to put the kibosh on 3rd-party Twitter clients:1 If you are building a Twitter […]
Good morning, I’m writing this through my tears as Wisconsin lost in last night’s national men’s basketball championship. I will say, one thing I’m grateful for when it comes to living abroad is that I am by necessity a lot less invested in sports than I used to be; morose is far better than incapacitated,Subscribe […]
Good morning, Look for the next episode of Exponent later today. It’s about advice and life and all sorts of other squishy stuff I’m probably sorely unqualified to discuss. Perhaps that will make it interesting. On to the update: Google, Intel, and TAG Heuer Announce Partnership From Bloomberg: Swiss watchmaker TAG Heuer is creating aSubscribe […]
Good morning, Over the weekend, Twitter cut off Meerkat’s access to their social graph. I plan on writing about this decision in the context of Twitter’s broader challenges tomorrow. On to the update: Why Bill Gurley is Wrong About Facebook I write the title of this section with extreme trepidation; like most, I have aSubscribe […]
Good morning, I wanted to give you a quick update on Stratechery. I am in the process of implementing a new membership system that should hopefully solve many of the problems some of you have encountered, including logging in issues, abrupt cancellations, etc. In broad strokes I am moving from packaged software to a software-as-a-serviceSubscribe […]
