Apple’s China Problem

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.

Is AWS a Commodity?, Chat App Updates: WeChat, Facebook, and Google

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.

Slack Follow-up, The WeChat Platform, Uber and Facebook Messenger

More on Slack’s platform opportunity, which can be compared to what WeChat has already accomplished in China. That said, the fact way that China is truly mobile-first means that it’s likely that no one — including Facebook Messenger — will fully imitate WeChat’s model.

The Anti-Uber Alliance, WeChat Blocks Uber, Tiger Capital Invests in Uber

Didi Kuaidi, Ola, GrabTaxi, and Lyft are teaming up against Uber. Most are focused on Lyft, but they’re the least interesting part of this deal. Meanwhile, why is anyone surprised that Tencent would compete “unfairly”, plus, Tiger Capital hedges its bets.