Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.
Shopify Shop, Shopify’s Reason to Exist, Google’s Earnings
Shopify launched the Shop.app, which is not only a poor experience but also makes no sense strategically. Then, Google’s earnings show how big tech is going to get even stronger.
First, Do No Harm
As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.
Snap Earnings, Notes and Concerns, DoorDash and Tipping
Snap’s earnings were impressive, including the most valuable AR application of all time, but the company still needs to show it can earn advertisers broadly. Then, DoorDash responds to pressure from the demand side.
Microsoft and Slack Follow-up, F8, Facebook versus Snapchat
How Microsoft Teams differs from Slack, then Facebook’s F8 keynote is nominally about privacy-focused social networking, but is in fact about competing with Snapchat (again!).
Twitter Earnings, Snap Earnings, Escaping the Duopoly
Twitter and Snap both had encouraging earnings, for reasons that were both similar and also unique to each company and their history. Perhaps there is hope for consumer tech companies after all — and maybe Facebook and Google aren’t so bad.
The Snap Partner Summit, Snap’s Announcements, Vision Versus Execution
Snap’s announcements at its Partner Summit signaled a new strategy that makes a lot of sense. The company, though, needs to show that it can execute.
Where Warren’s Wrong
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
Facebook’s Privacy Cake
Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.
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.