Snap Earnings, Notes and Concerns, DoorDash and Tipping

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.

Tech and Antitrust

A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.

Google Fights Back

At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people’s lives better

Twitter’s Earnings, Snap’s Earnings, Escaping the Duopoly

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.

Disney and the Future of TV

TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.