Software as a Service
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Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization
LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works. Plus, meetup information for Chicago, New York,…
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WeWork and Bubble Talk, Uber’s Losses, Microsoft Exits Consumer Space
A bit of follow-up from yesterday’s post on WeWork, and a broader discussion about the ongoing bubble talk and the squeeze on VC. Then a discussion on Uber’s losses and why no one should be surprised, and finally the end of Microsoft’s consumer business.
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Battle of the Box, Updated; Apple Enables Ad-Blockers
A year ago I compared and contrasted Box and Dropbox; both have taken very different paths over the last year, and in light of Box’s earnings and recent Dropbox news I check back in on their progress. Also, Apple and ad-blockers.
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Apple Music and Apple’s Focus
Apple Music was a muddled mess, which raised the question of why it exists in the first place. Is it important anymore? More importantly, is Apple having trouble remembering how to focus?
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Google I/O: Android and Serving the World; Photos, Google Now, and the World’s Information; Google’s Turning Point
Google’s IO keynote had three parts: the Android part, the machine learning part, and a glimpse into the future. The connections between the three, though, matter far more than any one single announcement.
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The AWS IPO
AWS has long been a question mark when it comes to Amazon: it’s a good idea, and it makes money, but like it’s parent company, will it ever be profitable? The revelation that AWS is already very profitable indeed is a really big deal both for AWS but also for Amazon itself.
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Twitter Follow-up, Microsoft’s Build Keynote
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Daily Update: Amazon, Microsoft, and Google Earnings