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.

Snapchat Spectacles “Launch”, Facebook’s Real Problem

Monday, November 14, 2016

Recent news about Snapchat (Spectacles) and Facebook (its effect on elections) couldn’t be more different; that’s why they are, in fact, related.
Twitter vs Facebook and Adam Bain’s Departure, Samsung Readies AI Assistant, Three Snapchat Updates

Thursday, November 10, 2016

A reminder that the bubble problem applies to everyone, while Twitter is losing a key exec. Then, the riddle of Assistants on premium Android, and three Snapchat updates.
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).
How the Snap Spectacles Story Broke, Facebook Overestimated Video Metric

Monday, September 26, 2016

The botched rollout of the Wall Street Journal’s Snap Spectacles story shows how media companies have to be more disciplined in their approach. Plus, why there’s no way Facebook screwed up its metrics on purpose.
The Audacity of Copying Well

Wednesday, August 3, 2016

Instagram copied Snapchat, and that’s a good thing: differentiation is about far more than features, and this is Facebook’s best shot at holding off Snapchat.
Softbank Buys ARM; Taylor, Kanye, Kim, and Twitter

Monday, July 18, 2016

Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.
Snapchat’s Facebook Moment, China Cracks Down on Apps and Social Networks

Wednesday, July 6, 2016

A quick follow-up on Tesla, where Elon Musk continues to demonstrate how not to win the battle over self-driving cars. Then, Snapchat is getting the Facebook treatment, some of it legitimate, and some of it not, and China is cracking down on apps and social networks
Snapchat’s Advertising API, Snapchat Versus Facebook, Offline Tracking

Thursday, June 16, 2016

The biggest news of the week was likely Snapchat’s announcement of an advertising API: how was it introduced, what is it, and how will it affect Facebook? Plus, Snapchat joins Facebook and Google in tracking brick-and-mortar visits.
WWDC Preview; Line Files for IPO; Yahoo, Twitter, Snapchat and Messaging

Monday, June 13, 2016

Apple’s services messaging is the most important part of WWDC, plus LINE is about to IPO and the challenges of messaging
Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016

Thursday, June 2, 2016

An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.

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

Snap

How the Snap Spectacles Story Broke, Facebook Overestimated Video Metric

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