Facebook’s earnings show that the company’s ads are differentiated. Then, advertisers won’t save local news, and a reminder that publications need to match their journalism with their business model.
Apple-WeChat Follow-up, Windows 10 S and the Education Market
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
Apple’s China Problem
Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.
Twitter Earnings, Twitter’s Video Push, Amazon Earnings
Twitter’s earnings were encouraging when it comes to user growth, but the company’s focus on video is a disappointment. Then, Amazon’s earnings were mixed: AWS has competition, but e-commerce is dominant.
Alphabet Earnings; Revisiting Peak Google, Again; How Mobile Helps Google
Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?
ESPN’s Cuts, ESPN’s History, ESPN: From Franchise to Business
ESPN’s cuts are not a surprise if you understand how ESPN has made money in the past, and where it must go in the future
Wikitribune, Apple Cuts Affiliate Fees, Netflix Earnings
Wikitribune is betting on scale in a way that most news organizations can’t comprehend. Then, Apple is keeping more of the pie for itself, and Netflix is getting loose with definitions.
The New York Times Versus Uber, Uber Versus Apple, Apple Versus Tencent
The New York Times has a story about Uber and Apple that had a fundamental flaw and lacked context; then, Apple won this round against Tencent, but this is a battle to watch
Facebook and Antitrust, Mark Zuckerberg’s Platform Obsession, The Camera Effects Platform
Even if Facebook is a monopoly, there’s nothing that can be done about it. Then, Facebook’s platform obsession now extends to the camera; this makes more sense, but Facebook will always have trouble being a true platform company.
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.