Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?
Facebook Marketplace and Craigslist, Marketplace Potential, What is Facebook?
Facebook launched Marketplace, which is fairly described as a Craigslist competitor. The potential, though, is greater; what is even more interesting is what this says about Facebook’s perception of itself.
Spotify Follow-up, Nutanix and Hyper-Convergence, The Conservation of Attractive Data-Center Profits
A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.
Spotify to Buy Soundcloud?, Apple Logs iMessage Contacts, Aetna and Apple Watch
Once you understand Spotify’s long-term business model buying Soundcloud makes a lot of sense. Then, Apple didn’t do anything wrong with iMessages, other than show they’re (rightfully) not privacy absolutists. Plus a few quick words on a big deal with Aetna.
Snapchat Spectacles and the Future of Wearables
Creating the future is not just about technology but about creating markets. Right now Snapchat is doing that as well as anyone, which bodes well for Spectacles (but don’t count out Apple).
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.
Twitter to Sell?, Twitter’s Paradoxes, Whither Google?
Twitter is caught in three paradoxes that make the company nearly impossible to sell, even if that is exactly what needs to happen
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.
Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.