Google’s Earnings are increasingly problematic because the company doesn’t break out critical information about its business. Then, Other Bets compensation, and why Google’s 30% App Store take shows Apple’s power.
CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition
Google Assistant has a structural advantage when it comes to the user experience of digital assistants, which should influence the strategies of Amazon and Apple.
Tumblr’s App Store Ban, Tumblr’s NSFW Deadline, Verizon Writes Down Oath
Tumblr was first banned from the App Store, and then Tumblr banned NSFW content. Making sense of what happened requires understanding what is happening at Verizon.
The State of Technology at the End of 2018
The State of Technology, at least in the enterprise space, is strong; consumer tech is another story, and it is time to question the dominance of big companies like Google.
Aggregators and Jobs-to-be-Done
Aggregators succeed by being the best at doing the jobs consumers want done.
AWS:reInvent and Outposts, AWS and Machine Learning; YouTube Retreats on Premium Video
The AWS re:Invent conference had two important themes: the importance of hybrid offerings and machine learnings; then, unsurprisingly, YouTube’s premium video efforts ended up not working out.
Amazon’s Reported RSN Bid, The Future of Sports Rights, Apple in the Supreme Court
Amazon probably isn’t buying 22 RSNs; sports rights don’t really make sense for streaming services. Then, Apple is in the Supreme Court in a case that is hugely important for the entire tech industry.
Facebook’s Earnings, Facebook’s Stories Story, Additional Notes on Facebook’s Earnings
Facebook’s earnings were as disappointing as promised, which was ok with the stock market. Still, is there more going on than simply a transition to Stories?
The Battle for the Home
Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?
Sandberg and Dorsey in Congress, Dorsey and Incentives, Google’s Absence
Facebook’s Sheryl Sandberg and Twitter’s Jack Dorsey testified in front of Congress; the former had the most to lose, while the latter hinted at exactly what.