Distrokid is small, but it’s a powerful example of the how distribution is not a value-add, the implications of which European publishers have yet to learn. It’s a lesson that doesn’t just apply to media, either.
Planet of the Apps, #DeleteUber, Amazon Earnings
“Planet of the Apps” is probably not nearly as big a deal as its being made out to be, why #DeleteUber was uniquely dangerous for Uber, and Amazon’s ongoing shift to being a service business.
Snap S-1 Follow-up, Facebook Earnings, Hedging the Future of Advertising
From a business perspective, Snapchat isn’t like Apple at all. Then, Facebook further unveils its video strategy, and continues to invest in what may be the future of advertising.
Snap’s Apple Strategy
Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
Slack Launches Slack Grid, An Interview with Stewart Butterfield
Slack launched its long-awaited enterprise product, and an interview with CEO Stewart Butterfield explains why the company’s vision is even more expansive than you might realize.
Apple Earnings, Fitbit Earnings, Nintendo Earnings
Apple’s earnings showed slowing growth but a seemingly impenetrable moat; Fitbit, meanwhile, is in very bad shape, while Nintendo is learning harsh truths about the smartphone market
Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.
Twitter Sells Fabric, Snapchat User Growth Concerns, What Makes Snapchat Valuable?
Twitter sold Fabric, ending it’s too-late attempt to build the sort of company it should have been originally. Then, there may be concern about Snapchat’s user growth — thanks to Instagram? — but there is a strategy.
Qualcomm Sued by FTC, Apple; The Cases Against Qualcomm; Google Buys Google Ads
Qualcomm was sued by both the FTC and by Apple; Apple seems to have a much stronger case. Then, is Google buying Google ads a bad thing?
The Future of Enterprise Software, Atlassian Earnings, An Interview with Scott Farquhar
What does the future of enterprise software look like? Atlassian has an idea, so I interviewed their CEO.