Business Models
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Amazon Shutters Quidsi, Amazon and CPG Companies, Amazon and Wal-Mart
Amazon is shutting down Quidsi, and taking the fight for CPG goods to Wal-Mart.
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Mulesoft IPO, Okta S-1, Cohort Analysis in S-1s
Mulesoft and Okta are two examples of companies that are not just software-as-a-service companies themselves, but enablers of more. That should make traditional vendors nervous.
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Medium and Bundle Economics, Text vs Music vs Video, Another Uber Scandal
More on Medium: the company is trying to sell a bundle, but there are no bundle economics in its favor. Then, Uber has another scandal, with a familiar person at the center.
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Medium Membership, Medium Content, The Medium Newspaper
Ev Williams premise that media is broken is correct. It’s broken, though, because of the business model, which means another bad business model isn’t the solution.
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Apple Announcements, iPhone Strategy vs iPod Strategy, Clips
Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.
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On Agency Commissions and Fees, Google’s Advertising Changes, Foursquare Analytics
Following up on Ad Agencies and Accountability, first with a correction on agency fees, and then a discussion of Google’s announced changes. Then, Foursquare has completed its multi-year pivot, and it looks like a great business.
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Ad Agencies and Accountability
Google is in hot water again, this time for ads placed against objectionable content. However, ad agencies and brands are just as responsible, and can no longer live in the past.
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Microsoft Teams Launches, Integration Versus Hybrid, Complexity and Strategy
Microsoft Teams has officially launched, and the batter with Slack is as fascinating as ever. Indeed, it is perhaps the most compelling battle in all of enterprise software.
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Blocking and Tackling, Breaking Down the BBC Interview, Medium and Going Viral
A follow-up on Google Next and the definition of “Blocking and Tackling”, then, Ben went viral, and lessons learned
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Google Next, Box Earnings
The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?