A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.
Tencent’s earnings were good, but as opaque as always. Still, there are insights to be gleaned about advertising in particular, and what that says about Messenger and WhatsApp.
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.
The New York Times has a story about Uber and Apple that had a fundamental flaw and lacked context; then, Apple won this round against Tencent, but this is a battle to watch
Microsoft, eBay, and Tencent are investing in Flipkart: the opportunity is just too big to miss out on, even if Amazon looks ever stronger. It’s the same reason investors are putting more money into Lyft.
The conventional wisdom is that AWS is a commodity, but that only makes sense in the context of the old world. Then, Google tries to catch up to Facebook which tries to catch up to WeChat which is leaping ahead.
Tesla offering to buy Solar City is why corporate governance matters. Then, a follow-up to yesterday’s piece on TV and why there is something much bigger going on, and why Tencent bought Supercell
An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.