Companies

X (Twitter)

  • Yahoo and Tumblr, Alibaba IPO incoming, #AmazonCart


  • Twitter’s Marketing Problem

    Twitter achieved product-market fit too easily, preventing the company from figuring out exactly what it was.


  • Daily Update: Twitter Earnings, WWDC Hardware Speculation, Google Identity


  • Daily Email (2014-04-21): Social Platforms


  • Instagram Direct, Twitter DMs, and the Social/Communications Map

    Instagram today announced Instagram Direct. From the Instagram blog:1 From a photo of your daily coffee to a sunrise shared from the top of a mountain hike, every Instagram moment contains something you find special—something you broadcast to your followers when you tap “share.” There are, however, moments in our lives that we want to […]


  • There Are Two Twitters; Only One is Worth Investing In

    There are two Twitters. One is for special occasions only, while I am obsessed with the other. The ultimate value of the Twitter stock (TWTR?) is fully dependent on which of these two Twitters is on offer. Twitter #1: What’s Happening? The first version of Twitter isn’t hard to find: Welcome to Twitter. Find out […]


  • Twitter Acquires MoPub

    When Yahoo Acquired Tumblr, I wrote about the Signal-to-Ads Cycle: The result is the signal-to-ads cycle: Information is gathered from first-party sites via analytics, 3rd-party sites via ads, buttons, etc, and owned-and-operated mobile apps tied to your identity (think Instagram) Highly targeted ads are served in search results, display ads, and natively, primarily on PCs […]