The State of Technology, at least in the enterprise space, is strong; consumer tech is another story, and it is time to question the dominance of big companies like Google.
Facebook emails reveal a company that didn’t realize its real business was ads
The AWS re:Invent conference had two important themes: the importance of hybrid offerings and machine learnings; then, unsurprisingly, YouTube’s premium video efforts ended up not working out.
Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.
More details are out about Amazon’s site selections, including a 3rd city. Then, two new sites have paywalls, but the paywalls are different in important ways. Plus, why I think “subscription fatigue” both is and isn’t a thing.
An anecdote about permanence and file systems, an explanation of how the U.S. text messaging market is unique, then an overview of Google’s earnings and why GDPR might be having an effect.
Facebook’s earnings were as disappointing as promised, which was ok with the stock market. Still, is there more going on than simply a transition to Stories?
Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.
Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.
Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?