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Concepts

Advertising

The most important business model for consumers.

  • Meituan-Dianping Merge in China, Facebook Messenger’s Business Model, Facebook and Teens

    China’s O2O market is in the consolidation phase, and the competition is fierce. That, though, helps highlight why an advertising business model is sometimes so attractive, like, for example, the one that Facebook has. Plus, why the “Facebook has a problem with teens” narrative really isn’t a big deal

  • Twitter’s Moment

    Twitter has had a rough stretch, and most are pessimistic about its chances. I was previously, but I think the upside is looking much brighter than it did before this week.

  • The Facebook Epoch

    First came the PC, and on top of the PC the Internet. Then, mobile, but what will rule mobile?

  • What is Medium Doing?, Facebook Updates Notes

    Medium just raised $57 million on a relatively modest valuation, but lots of folks aren’t still sure what the company is trying to accomplish: today I give it my best shot. Plus, Facebook has updated Notes, which look a lot like, well, Medium posts. The appearance, though, isn’t what will make them succeed or fail.

  • Are Ebooks Declining, or Just the Publishers?, Oyster Goes Out of Business, Media Notes

    A follow-up on e-book publishing, and why there is so much dispute about just how many e-books are sold.

  • Medium and the Publishing Long Tail, Content Blockers and Facebook, Amazon Prime and the Washington Post

    A bit of follow-up on yesterday’s post Popping the Publishing Bubble, and why Medium is potentially trying to replicate Stripe’s strategy. Plus, the key decision-maker when it comes to ad-blocking is Facebook, and it’s not at all clear what they will do. Finally, an experiment from Jeff Bezos with the Washington Post and Amazon Prime.

  • Popping the Publishing Bubble

    For years publishers haven’t had to worry about business models: they just captured attention and watched the money come in. Those days, though, are over: the publications that survive will start with business models and build journalism around it.

  • UberPool Follow-Up, Google Bans Interstitial App-Install Ads, Instagram Allows Multiple Photo Sizes

    More on UberPool, including the inevitability of self-driving cars, Uber’s competitors, and whether or not Uber needs mass transit. Then, Google’s ban on interstitial app install ads may be a bit arbitrary, but does that matter? Plus a must-read article that ties Instagram’s photo sizes to Twitter’s 140 characters.

  • Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization

    LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works. Plus, meetup information for Chicago, New York,…

  • Facebook’s Impressive Consistency, Yelp’s Employee Problem

    Facebook consistently delivers good results, which is why they get a lot of leeway from investors. Perhaps the latter aren’t as irrational as everyone thinks. Plus, Yelp’s big problem, and why it might affect Twitter.