Business Models

The Battle for the Home

Wednesday, October 10, 2018

Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?

The Snap Memo, Snapchat’s Core Problem, Snap’s Bad Positioning

Monday, October 8, 2018

Evan Spiegel wrote a long memo to Snapchat that laid out the company’s problems perhaps more starkly than he appreciated.

Data Factories

Tuesday, October 2, 2018

Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside

Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements

Monday, October 1, 2018

Microsoft’s Ignite conference was another reminder that the company no longer focuses on the consumer, a point Satya Nadella emphasized as a strength. Then, Amazon helps explain why.

Six Years of Systrom, Instagram’s Alternate Reality, Facebook’s Red Flag

Wednesday, September 26, 2018

Despite this week’s bad news, Facebook won with Systrom’s tenure. Then, what might have been with an independent Instagram, and the worrying signals this sends about Facebook the app.

New Alexa Devices, Amazon and the EU Commission

Thursday, September 20, 2018

Why is Amazon selling more Alexa devices? More broadly, do the company’s house brands leave it susceptible to an antitrust challenge?

The iPhone XR Delay, India, and China; Discriminatory Job Ads on Facebook; EU Versus Internet Follow-Up

Wednesday, September 19, 2018

More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.

iPhone Classes; iPhone Growth Drivers, and Limiters; The Apple Watch

Monday, September 17, 2018

Will the iPhone XS slump like the iPhone 6S? Probably not, because theories about the iPhone 6S slump are probably wrong. Plus, the Apple Watch.

The iPhone Franchise

Thursday, September 13, 2018

The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.

Apple’s iPhone Event, Facebook Fact-Checking, Vimeo Pivots Again

Wednesday, September 12, 2018

A preview of Apple’s iPhone event, a revelatory controversy about Facebook fact-checking, and yet another pivot by Vimeo thanks to mistakes made years ago

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements

New Alexa Devices, Amazon and the EU Commission

iPhone Classes; iPhone Growth Drivers, and Limiters; The Apple Watch

The iPhone Franchise

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips