Instagram

Instagram, TikTok, and the Three Trends

Tuesday, August 16, 2022

Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
Instagram’s Evolution

Wednesday, July 7, 2021

Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.
The Audacity of Copying Well

Wednesday, August 3, 2016

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.

Open, Closed, and Privacy Follow-Up; Facebook Earnings; Notes on Facebook Earnings

Thursday, April 26, 2018

A follow-up to Open, Closed, and Privacy, then multiple notes on Facebook’s earnings: the company’s executives sounded confident, and they should be.
Snapchat’s Redesign, Spiegel’s New (Old) Vision, Tencent and Spotify

Monday, December 11, 2017

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.
Why Facebook Shouldn’t Be Allowed to Buy tbh

Monday, October 23, 2017

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.
Microsoft/IBM Follow-Up, Facebook Earnings, Instagram Stories > Snapchat Stories

Thursday, July 27, 2017

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 Earnings, Seasonality Versus Maturity, Snap’s Missing Business

Thursday, May 11, 2017

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.
Twitter/Snapchat/Instagram Follow-up; LINE Earnings; Samsung Batteries, Monopsony Power, Earnings

Thursday, January 26, 2017

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 Explores Sports Rights, Insta-Snapchat-Gram, Zuckerberg on Fake News

Tuesday, November 22, 2016

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.
Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings

Thursday, August 4, 2016

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.
The Audacity of Copying Well

Wednesday, August 3, 2016

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 Buys ARM; Taylor, Kanye, Kim, and Twitter

Monday, July 18, 2016

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.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Instagram

Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips