More evidence of faltering Snapchat growth, and a cautionary tale from LINE. Then, lots of news from Samsung, a company doing much better than most think.
Twitter Sells Fabric, Snapchat User Growth Concerns, What Makes Snapchat Valuable?
Twitter sold Fabric, ending it’s too-late attempt to build the sort of company it should have been originally. Then, there may be concern about Snapchat’s user growth — thanks to Instagram? — but there is a strategy.
Fake News Follow-up and Twitter Bans, Facebook Screws Up More Measurements, Snap Files for IPO
A follow-up to Fake News, and why Twitter’s bans are different. Then, the better approach to Facebook’s power is more transparency. Plus, Snap is both IPOing and showing why they are following in Facebook’s footsteps.
Twitter vs Facebook and Adam Bain’s Departure, Samsung Readies AI Assistant, Three Snapchat Updates
A reminder that the bubble problem applies to everyone, while Twitter is losing a key exec. Then, the riddle of Assistants on premium Android, and three Snapchat updates.
Why Twitter Must Be Saved
First, a reposting of an old Stratechery article, Rebuilding the World Technology Destroyed. Then, why Twitter is an essential antidote to Facebook and must be preserved.
Google Earnings; The Problem with Alphabet; Twitter Earnings, Layoffs, Vine
Google’s earnings were good, but maybe not quite as revelatory as they could be. What is clear, though, is that Google, not Alphabet, will drive growth. Then, Twitter made some changes; they’re probably not enough in the long run, but a good start.
Nobody Wants Twitter, VMware Cloud on AWS, Amazon Convenience Stores and Amazon Music Unlimited
Unsurprisingly, no one wants to buy Twitter, which will likely muddle long. Then, Amazon’s deal with VMWare makes a ton of sense for Amazon in particular; the company is also experimenting with convenience stores and music subscriptions.
Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary
Uber took a shortcut with Google two years ago and are paying the price today, even if the wound is only temporary. Meanwhile, Lyft is costing Uber money but not strategic positioning, and seem to be marketing themselves to acquirers. Plus, mourning the end of what Twitter could be (and no, the NFL didn’t help).
Twitter to Sell?, Twitter’s Paradoxes, Whither Google?
Twitter is caught in three paradoxes that make the company nearly impossible to sell, even if that is exactly what needs to happen
Softbank Buys ARM; Taylor, Kanye, Kim, and Twitter
Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.