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.
Facebook 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 Conflation of Consumer Welfare with Antitrust, More Panel Notes, Google to License Play Store in Europe
Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.
The Snap Memo, Snapchat’s Core Problem, Snap’s Bad Positioning
Evan Spiegel wrote a long memo to Snapchat that laid out the company’s problems perhaps more starkly than he appreciated.
Six Years of Systrom, Instagram’s Alternate Reality, Facebook’s Red Flag
Despite this week’s bad news, Facebook won with Systrom’s tenure. Then, what might have been with an independent Instagram, and the worrying signals this sends about Facebook the app.
Instagram’s CEO
The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.
Facebook’s Story Problem — and Opportunity
Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.