Uber’s S-1 raises more questions than it answers
YouTube and Toxic Videos, YouTube’s Problematic Incentives, Sins of Omission and Commission
YouTube is undergoing the same scrutiny as Facebook, and is arguably even more to blame. The problem is not simply sins of omission (not finding bad content) but sins of commission (actively promoting it).
Apple’s Services Event
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
Lyft’s S-1, Demand > Supply, Lyft Concerns
Lyft’s S-1 is out, confirming some suspicions about the ride-sharing market, and raising questions about others. The big question: can Lyft get leverage on its costs, or is Uber better placed?
Spotify’s Podcast Aggregation Play
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
The Facebook Emails; The Platform Debate; Zuckerberg’s Platform Delusion, Redux
Facebook emails reveal a company that didn’t realize its real business was ads
Apple’s Social Network
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
The Snap Memo, Snapchat’s Core Problem, Snap’s Bad Positioning
Evan Spiegel wrote a long memo to Snapchat that laid out the company’s problems perhaps more starkly than he appreciated.
Sandberg and Dorsey in Congress, Dorsey and Incentives, Google’s Absence
Facebook’s Sheryl Sandberg and Twitter’s Jack Dorsey testified in front of Congress; the former had the most to lose, while the latter hinted at exactly what.
Uber’s Bundles
Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.