A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.
Wearable Follow-Up, Google’s Amazon Problem, Marriott and SPG Combine Loyalty Programs
A follow-up about wearables to remind folks that the smartphone still matters. Then, why mobile is a struggle for Google, illustrated by Amazon. Plus, Marriott and SPG are finally together, and it’s clear they (rightly) want to own the customer relationship
Snapchat Spectacles and the Future of Wearables
Creating the future is not just about technology but about creating markets. Right now Snapchat is doing that as well as anyone, which bodes well for Spectacles (but don’t count out Apple).
Oracle’s Cloudy Future
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
Is Uber bad at strategy? It would be understandable if they were. Then, Hollywood is finally realizing that Netflix is a textbook aggregator. Plus, why Google Trips exists
Facebook Versus the Media
Facebook is in trouble with the media again, guilty of stupidity by apathy. Still, the media itself hasn’t exactly caught up with the reality of the Internet.
Apple Event Follow-up: Super Mario Run, iPhone 7 Pessimism, Additional Notes
More on Apple’s event, in particularly Super Mario Run and why there is reason for pessimism around the iPhone 7 announcement. Plus additional notes on the event and Apple’s big chip advantage.
Beyond the iPhone
Apple’s event may have been lacking on the surface, but it laid the groundwork for innovations that will be revealed in time. And yes, it was courageous.
Google, Uber, and the Evolution of Transportation-as-a-Service
The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
BuzzFeed Reorganizes, WhatsApp Eases Privacy Rules
BuzzFeed reorganizes and thus reemphasizes their new business model. Unfortunately, it’s a business model that doesn’t necessarily need news. Then, WhatsApp predictably eases their privacy policy, their CEO’s previous declarations notwithstanding.