Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.
Follow-up: Governments’ Focus, Elizabeth Warren’s Speech on Competition, Facebook Changes the News Feed
One more follow-up to Tuesday’s Weekly Article, then why I don’t necessarily disagree with calls to regulate big platform players. Then, Facebook has changed the news feed, and while there will be an impact on media companies, the bigger news is what this says about Facebook.
TV Advertising’s Surprising Strength — And Inevitable Fall
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.
Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM
The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.
Google’s Go-to-Market Gap
Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
Facebook Earnings, Facebook and New Market Disruption, Facebook’s Share Reclassification
In a market where it’s peers have been struggling Facebook crushed it again, proving out The Facebook Epoch. However, could the company’s potential be even greater than that? Plus why the company’s share reclassification makes me uncomfortable.
The Saga of Samsung’s High-End Smartphones, The PC Enters a New Stage of Disruption
Samsung’s smartphone fortunes are looking up, now that the worst that could happen already has. However, the outcome is far grimmer for the PC.
It’s a Tesla
Tesla is not a disruptor, but then again, neither is Apple, the closest comp: both succeed by building a brand around being the best.
Snapchat’s Ladder
Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.