Snap
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Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
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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).
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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.
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Snapchat Updates: Maps, Links, and More; Classifying Snapchat’s Updates
Snap has announced a slew of updates over the past few months: some are more consequential than others, and one — Maps — is potentially transformational (for either good or bad!).
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Snap Earnings, Seasonality Versus Maturity, Snap’s Missing Business
Snap’s earnings were far worse than expected: not only is user growth slowing, but so is revenue. The company needs to build a real business far more quickly.
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Facebook and the Cost of Monopoly
Facebook gave one of the worst keynotes in a long time: there was no vision, just the adoption of Snap’s. It’s the inevitable outcome of a monopoly.
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Disney and Differentiated Content, Snap and Hardware
Disney may have differentiated content, but they don’t necessarily have the right business model, and may not get there. Then, could Snap really end up being a hardware company?
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Snap S-1 Follow-up, Facebook Earnings, Hedging the Future of Advertising
From a business perspective, Snapchat isn’t like Apple at all. Then, Facebook further unveils its video strategy, and continues to invest in what may be the future of advertising.
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Snap’s Apple Strategy
Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
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Twitter/Snapchat/Instagram Follow-up; LINE Earnings; Samsung Batteries, Monopsony Power, Earnings
More evidence of faltering Snapchat growth, and a cautionary tale from LINE. Then, lots of news from Samsung, a company doing much better than most think.
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Twitter Sells Fabric, Snapchat User Growth Concerns, What Makes Snapchat Valuable?
Twitter sold Fabric, ending it’s too-late attempt to build the sort of company it should have been originally. Then, there may be concern about Snapchat’s user growth — thanks to Instagram? — but there is a strategy.
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The Great Unbundling
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.
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Fake News Follow-up and Twitter Bans, Facebook Screws Up More Measurements, Snap Files for IPO
A follow-up to Fake News, and why Twitter’s bans are different. Then, the better approach to Facebook’s power is more transparency. Plus, Snap is both IPOing and showing why they are following in Facebook’s footsteps.



