There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.
Zuckerberg’s Speech, Facebook Versus China, The Structure of Free Expression
Digging into the specifics of Facebook CEO Mark Zuckerberg’s speech, particularly the company’s role in a contest of values with China, and why free expression depends on more than good intensions.
Facebook’s All-Hands Leak, Facebook Versus Warren, Zuckerberg’s Culture
The most newsworthy aspect of Facebook All-Hands leak is what its existence says about Facebook itself. What is most interesting, though, are not the comments about Elizabeth Warren but what Mark Zuckerberg showed about himself.
Neither and New Follow-Up, Adam Neumann Forced Out, Peloton IPOs
Why Neither/New companies are different than traditional marketplaces, how Vision Fund’s flaws led to Adam Neumann being forced out, and why Peloton has a big opportunity it might not see.
Why WeWork Isn’t AWS and the CEO Problem, Cloudflare’s S-1, Contrasting S-1s
The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.
The WeWork IPO
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.
Verizon Sells Tumblr to Automattic, What Went Wrong?, Tumblr’s Future
Verizon is selling Tumblr to WordPress for only $3 million. Why did Tumblr fail, and is there reason for optimism with Automattic as its new owner?
Uber Layoffs, T-Mobile-Sprint Merger Approved, Additional Notes on the Merger
Uber’s layoffs were a necessary adjustment to a marketing strategy that made sense previously, but not today. Then, why the T-Mobile-Sprint merger should have been approved, and the secondary impacts of the decision.
Walmart’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing
Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.
Apple, Design, and Operations; So It Goes; The Role of Jeff Williams
More on Jony Ive’s exit, and why blaming Tim Cook misses the broader changes that are an inevitable by-product of success. Than, clarifying Jeff Williams role as CEO-in-waiting.