A follow-up and some much needed specificity to yesterday’s Venture Capital article, then why Square’s IPO may be a better opportunity than it first appears. Plus, there’s concerning news about Theranos, a company with significant potential.
Venture Capital and the Internet’s Impact
Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic
Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.
Microsoft’s Hardware Event, Satya Nadella Versus Windows, The Surface Strategy
Microsoft’s hardware event was very compelling on multiple levels: what it said about Windows, what it said about Microsoft, and what it said about Satya Nadella.
Twitter’s Moment
Twitter has had a rough stretch, and most are pessimistic about its chances. I was previously, but I think the upside is looking much brighter than it did before this week.
China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart
The Wall Street Journal says China’s O2O industry may be crashing, something that comes as little surprise to many observers. However, does that mean Silicon Valley should be worried? Plus, how to think about Uber, Postmates, Shyp, and Instacart
Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware
There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.
The AWS Platform, The Liability Shift Has Arrived, Samsung Pay Launches in the U.S.
With all the talk of platforms I’d be remiss in discussing what may be the most vibrant platform of all: AWS. Then, the liability shift arrives today, and a surprising number of merchants aren’t ready. Maybe Samsung Pay had the right strategy after all…or maybe not.
The Facebook Epoch
First came the PC, and on top of the PC the Internet. Then, mobile, but what will rule mobile?
What is Medium Doing?, Facebook Updates Notes
Medium just raised $57 million on a relatively modest valuation, but lots of folks aren’t still sure what the company is trying to accomplish: today I give it my best shot. Plus, Facebook has updated Notes, which look a lot like, well, Medium posts. The appearance, though, isn’t what will make them succeed or fail.