Andy Grove and the iPhone SE

Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.

Instagram’s Algorithmic Feed, Apple and the Cloud, Microsoft and Okta

Instagram is changing the feed, and even though users say they don’t like it it’s the right decision. Plus, why Snapchat may be a threat. Then, two pieces of news about Apple and the cloud, both good and bad. Plus, Microsoft is still competitive, and rightly so.

How Facebook Squashed Twitter

Twitter uncovered the most powerful format in mobile back in 2006: the feed. But, in 2009, Facebook went algorithmic while Twitter remained to hard to use. Now, it’s almost certainly too late.

The FANG Playbook

The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.

Twitter 10,000, The Problem with Links, The Business of Expanded Tweets

News leaked yesterday about Twitter’s plans to allow expanded tweets, something that was seemingly confirmed by Jack Dorsey. This is a move that is only natural, but the business implications are perhaps deeper than people have considered.

Tesla and Beyond Disruption, As Yahoo Turns

A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?