Cisco is selling chips, which is a fascinating example of the Conservation of Attractive Profits. Then, Twitter’s MoPub revenue is more than it seems.
Twitter CEO Jack Dorsey announced that the company would be setting up a team to pursue a more open alternative to social network; unfortunately, the time to do so was ten years ago.
Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.
Twitter and Snap both had encouraging earnings, for reasons that were both similar and also unique to each company and their history. Perhaps there is hope for consumer tech companies after all — and maybe Facebook and Google aren’t so bad.
Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.
Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.
Facebook’s Sheryl Sandberg and Twitter’s Jack Dorsey testified in front of Congress; the former had the most to lose, while the latter hinted at exactly what.
History suggests that Stories will be an advertising success; then, the Alex Jones episode shows how un-monopoly-like social networks are.
Twitter is reorganizing the company, and it’s probably a good sign. Meanwhile, has the company made a turnaround? The product — and company — is inevitable high variance.
Following up on The Bill Gates Line, applying it to Twitter, and then why Facebook portability is a bad idea.