Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?
Facebook and the Cost of Monopoly
Facebook gave one of the worst keynotes in a long time: there was no vision, just the adoption of Snap’s. It’s the inevitable outcome of a monopoly.
Jeff Bezos’ Annual Letter, Facebook Messenger and Payments, Facebook Instant Articles Fizzing?
Jeff Bezos’ annual letter is as illuminating as ever, particularly on how to achieve alignment in a business. Facebook demonstrates that, both positively and negatively.
On Agency Commissions and Fees, Google’s Advertising Changes, Foursquare Analytics
Following up on Ad Agencies and Accountability, first with a correction on agency fees, and then a discussion of Google’s announced changes. Then, Foursquare has completed its multi-year pivot, and it looks like a great business.
Ad Agencies and Accountability
Google is in hot water again, this time for ads placed against objectionable content. However, ad agencies and brands are just as responsible, and can no longer live in the past.
Snap S-1 Follow-up, Facebook Earnings, Hedging the Future of Advertising
From a business perspective, Snapchat isn’t like Apple at all. Then, Facebook further unveils its video strategy, and continues to invest in what may be the future of advertising.
Snap’s Apple Strategy
Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.
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.
Qualcomm Sued by FTC, Apple; The Cases Against Qualcomm; Google Buys Google Ads
Qualcomm was sued by both the FTC and by Apple; Apple seems to have a much stronger case. Then, is Google buying Google ads a bad thing?