Casper is a tech-enabled company, but so are its many competitors. Trying to win with brand is difficult in a market defined by infrequent purchases. Spotify, meanwhile, is seeking to expand the podcasting market beyond companies like Casper.
SB Nation is a publishing company that was only ever possible because of the Internet. That it has to change its model because of AB 5 shows why AB 5 is fundamentally flawed.
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.
TV Advertising is down, as price increases finally overwhelm the decline in viewers. It’s important to note, though, that sports still matter. This is something the NBA may not completely understand.
Google’s continued dominance may not be intransigence, but rather the difficulty of regulating demand. Then, how Apple helps Google and Facebook, and Barry Diller isn’t blaming Google.
Making principled stands should not mean absolutism: Facebook should seek to ameliorate its trade-offs. Then, Facebook’s earnings continue to show higher costs, plus where Zuckerberg is right and wrong in defending the Instagram acquisition.
Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.
Verizon is selling Tumblr to WordPress for only $3 million. Why did Tumblr fail, and is there reason for optimism with Automattic as its new owner?
Snap’s earnings were impressive, including the most valuable AR application of all time, but the company still needs to show it can earn advertisers broadly. Then, DoorDash responds to pressure from the demand side.
Netflix’s earnings are worrisome, but for predictable reasons; ultimately, the company remains in a strong position. Then, Apple’s rumored move into exclusive podcasts doesn’t make sense and is in fact good for Spotify.