Snap

Snap’s Apple Strategy

Monday, February 13, 2017

Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
Snapchat Spectacles and the Future of Wearables

Tuesday, September 27, 2016

Creating the future is not just about technology but about creating markets. Right now Snapchat is doing that as well as anyone, which bodes well for Spectacles (but don’t count out Apple).
Snapchat’s Ladder

Wednesday, March 30, 2016

Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.

Where Warren’s Wrong

Tuesday, March 12, 2019

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

Thursday, March 7, 2019

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

Monday, December 17, 2018

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

Wednesday, October 31, 2018

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

Thursday, October 18, 2018

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

Monday, October 8, 2018

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

Wednesday, September 26, 2018

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

Tuesday, September 25, 2018

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

Tuesday, August 14, 2018

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.
Snap’s Monetization Flaw; Microsoft and the Effect of Antitrust; Apple, Russia, and Telegram

Wednesday, May 30, 2018

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.

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

Snap

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

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

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

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

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

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