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Latest Podcast

Concepts

Business Models

  • 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.

  • Amazon’s Transformation, The Apple Music Backlash

    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.

  • The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings

    Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.

  • 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.

  • Why Web Pages Suck

    Everyone complains about web pages that suck, but the reality is that it is advertisers who call the shots. This should, at a minimum, put Facebook’s Instant Articles and Apple’s News app in a new light.

  • Correcting the Netflix Story, ESPN’s Challenge — and Opportunity, Yahoo to Stream NFL Game

    My Netflix chart from Netflix and the Conservation of Attractive Profits wasn’t quite right: after all, I was talking about time, and networks and studios are already modularized. Still, fixing my error provides an interesting view on ESPN and its challenges and opportunities.

  • Apple Loses E-books Appeal; Apple Music and Antitrust; Producers, Consumers, and Apple

    Apple’s E-book case finally came to it’s likely end a few week’s ago; it’s worth reviewing what was at stake in light of recent news that Apple Music could face a similar investigation. Then, if Apple Music will do for musicians what the App Store did for developers, is that a good thing? Plus, why sites…

  • Netflix and the Conservation of Attractive Profits

    Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption

  • WeWork and Bubble Talk, Uber’s Losses, Microsoft Exits Consumer Space

    A bit of follow-up from yesterday’s post on WeWork, and a broader discussion about the ongoing bubble talk and the squeeze on VC. Then a discussion on Uber’s losses and why no one should be surprised, and finally the end of Microsoft’s consumer business.