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Concepts

Business Models

  • 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.

  • Sports and TV Follow-up, Intel Licenses ARM IP

    First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.

  • The Sports Linchpin

    Ratings are down for the Olympics, which could be bad news not only for TV but industries everywhere.

  • Google Earnings, Microsoft Earnings

    Google’s earnings were fantastic, but I’m still not totally convinced about their shift to mobile. Microsoft’s were good as well, but what was under the surface was more important.

  • Amazon’s Overwhelming Leverage, P&G Scaling Back Targeted Facebook Ads, Facebook Earnings

    In case I wasn’t clear in yesterday’s article, Walmart really has no chance to catch Amazon in e-commerce. Then, the news that P&G will reduce targeting isn’t a surprise, but it’s not necessarily that much of a problem for Facebook. Plus, notes on Facebook’s earnings.

  • Walmart and the Multichannel Trap

    Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.