Facebook, Phones, and Phonebooks

There are two types of social networks, and Facebook wants to be both. The problem is that the company already chose public sharing over private communication.

Instagram’s Algorithmic Feed, Apple and the Cloud, Microsoft and Okta

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.

Bitcoin and Diversity

First, an exploration of the block size debate that is roiling the Bitcoin world, and then how lessons from that debate apply to diversity in tech.

The Voters Decide

An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory

Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India

Twitter’s earnings had good and bad parts, and one big red flag. More interesting was the company’s decision to retrench and own “live.” Then, how Facebook and Marc Andreessen managed to screw up so badly.

The Reality of Missing Out

Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.

Why I Stand by Peak Google, Amazon is Fine, More Amazon Stores?

Google had great earnings again, and was briefly the most valuable company in the world. That doesn’t change my opinions in Peak Google. Then, Amazon lost the expectations game, but the underlying business continues to look great. Plus, a theory about those rumored Amazon stores.