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Latest Podcast

Companies

WeChat

  • Apple-WeChat Follow-up, Windows 10 S and the Education Market

    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’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.

  • The New York Times Versus Uber, Uber Versus Apple, Apple Versus Tencent

    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

  • 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.

  • Snapchat Follow-up; WeChat, Facebook Messenger, and iMessage; Microsoft’s Bot Parade

    Some follow-up on Snapchat, where it fits alongside Facebook Messenger and iMessage, then a discussion of where all the “bot” talk is coming from. Then, Microsoft jumped all in on bots: what does it mean, and what should they do next.

  • 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.

  • Daum Kakao Buys Path, Amazon’s Funnel, More from Mary Meeker

    Messaging apps are great examples of the power of funnels, and of how difficult they are to build. Meanwhile, Amazon expands and leverages theirs, plus my five favorite Mary Meeker slides.

  • The Funnel Framework

    The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.

  • Cisco’s Results — and Future, Tencent’s Advertising Shift

    Today’s update discusses how Cisco has seemingly responded to the threat of software-based networking, but why the future is more cloudy than outgoing CEO John Chambers thinks. Then, Tencent is slowly diversifying their business model, and it’s a big opportunity.