Reactions from the Code Conference interviews with Snap CEO Evan Spiegel and Microsoft President and Chief Legal Officer Brad Smith, plus a very problematic demand of Apple by the Russian government.
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
Twitter’s earnings were both less and more impressive than they appeared; plus, a lesson I have learned about direct versus brand advertising, and what it means for both Twitter and Snap.
When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.
Snap’s engagement numbers are a reminder that it is first and foremost a chat app; that’s not great for advertising. Then, explaining the changes in the U.S. tax system through the lens of Apple, which is claiming credit that may not be entirely deserved.
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.
Circumstances — and outlooks — have changed from a year ago, which is why I don’t think Apple should buy Netflix. Then, Snap’s earnings are a reminder of why the company shouldn’t have gone public, but Tencent throws a lifeline.
More mea culpas about Spectacles, then the CEO of The Athletic gives an explosive interview to the New York Times. Plus, more news about Google and Facebook’s subscriptions offerings, and Apple’s interference.
A discussion of the differences between antitrust and more general regulation, and why acquisitions are the most problematic issue. Then, Spectacles inventory is building up, which calls for a mea culpa by me.