Amazon turned a surprising profit: was it on purpose? More importantly, what does it say about the fundamental nature of Amazon as a company and as an investment? Plus, why the Apple Music backlash shouldn’t be a surprise, and a survey about meet-ups for this summer.
Google’s Impressive Earnings, Ebay’s Uncertain Future
Google had great results that were impressive not just from a dollars and cents perspective, but also from a strategic perspective. Plus, brief thoughts on Ebay as it spins off Paypal.
Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings
Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.
Daum Kakao Buys Path, Amazon’s Funnel, More from Mary Meeker
Messaging apps are great examples of the power of funnels, and of how difficult they are to build. Meanwhile, Amazon expands and leverages theirs, plus my five favorite Mary Meeker slides.
Medium the Network, Automattic Buys WooCommerce, Google and the Value of Identity
This Daily Update examines Medium’s seeming pivot towards being a network instead of a publisher, which is a contrast to WordPress.com’s latest move towards e-commerce. Finally, a brief examination of why identity matters.
Google Launching Buy Button, Instagram’s E-Commerce Possibilities, Pinterest’s Challenges
This daily update analyzes the news that Google will launch a buy button for some mobile searches, and in that context moves to a discussion of e-commerce on Instagram and Pinterest.
Cisco’s Results — and Future, Tencent’s Advertising Shift
Today’s update discusses how Cisco has seemingly responded to the threat of software-based networking, but why the future is more cloudy than outgoing CEO John Chambers thinks. Then, Tencent is slowly diversifying their business model, and it’s a big opportunity.
Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service
Good morning, I am very sorry for the multiple emails yesterday. I still don’t really know what happened with the subject lines, but I probably should have left well-enough alone instead of spamming your inbox. I appreciate you let me in there every day and I apologize for abusing that privilege. On to the update:Subscribe […]
Daily Update: Microsoft is Rebuilding Office, Amazon Home Services
Good morning, Jay-Z and friends launched a new streaming service yesterday called Tidal. Lots of folks are dumping on it, and while I agree it will probably fail, I think it’s more important than it might seem at first glance; it’s also a very interesting way to look at the music industry – look forSubscribe […]
Daily Update: Xiaomi and the U.S.; Slack, Momentum, and Microsoft; David Carr Passes Away
Good morning, As I noted last week, I will be off next Thursday and Friday for Chinese New Year. In addition, I’m still working on the spam issue, although I understand yesterday was better. I appreciate your patience. On to the update: Xiaomi and the U.S. The Wall Street Journal captured the news with theirSubscribe […]