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Latest Podcast

Concepts

Advertising

The most important business model for consumers.

  • The FANG Playbook

    The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.

  • Apple Scales Back iAds, The Apple News Mess

    Apples struggles with iAd and confusion around Apple News spring from the same place: these are businesses that Apple is not set up to excel in, and the sooner they retrench, the better.

  • Twitter 10,000, The Problem with Links, The Business of Expanded Tweets

    News leaked yesterday about Twitter’s plans to allow expanded tweets, something that was seemingly confirmed by Jack Dorsey. This is a move that is only natural, but the business implications are perhaps deeper than people have considered.

  • “Selling Feelings” Follow-up, Match.com’s IPO and Tinder, The Sean Rad Interview

    Follow-up on my piece about Selling Feelings, and then an analysis of the Match.com IPO, and Tinder in particular. Plus, why I think Sean Rad is getting a bit of a bad rap for his disastrous interview.

  • A New Publishing Model…Maybe; Facebook Earnings, Facebook Sharing

    Follow-up on yesterday’s article on potential new publishing models, and then a discussion of Facebook earnings. Plus, a new reason skeptics have found to doubt the company.

  • Grantland and the (Surprising) Future of Publishing

    ESPN’s decision to close Grantland seems to be more evidence that there is no future outside of massive scale or one-man operations. Bill Simmons’ recent successes, though, suggest that the answer could be the exact opposite.

  • Android > Chrome, LinkedIn’s Business Model Beats

    Android is reportedly going to subsume Chrome OS; I’m bummed but it’s probably the right decision (and no, that doesn’t mean iOS and OS X will merge). Plus, LinkedIn had another strong quarter, and their smart business model deserves the credit. Is there a lesson for Twitter and other consumer companies?

  • Twitter Follow-up, Nintendo’s Conundrum

    Some follow-up and clarification on yesterday’s piece on Twitter’s advertising business, plus a rumination on where exactly Nintendo is going as a company.

  • Twitter’s Opaque Earnings, Twitter’s Misaligned Advertising Business, Twitter’s New Ad

    Twitter’s earnings were concerning, and the explanation on the earnings call was opaque. What exactly is going on, and what is the company trying to hide?

  • YouTube Red, Yahoo Stumbles

    YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.