Amazon’s earnings were even better than reported: it looks like the retail business is gaining real economies of scale, and AWS was even stronger than it appeared.
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.
Apple’s Run, Apple Earnings and the iPhone Upgrade Cycle, The iPhone in China
Apple had an amazing run, but now there are very real questions about the iPhone, in no small part because Apple itself doesn’t seem sure what is going on.
Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
Snapchat Follow-up; WeChat, Facebook Messenger, and iMessage; Microsoft’s Bot Parade
Some follow-up on Snapchat, where it fits alongside Facebook Messenger and iMessage, then a discussion of where all the “bot” talk is coming from. Then, Microsoft jumped all in on bots: what does it mean, and what should they do next.
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.
Tumblr Tumbles, Snapchat Hires Facebook Exec, An Update on Apple versus the FBI
Tumblr’s failure is so profound that the reasons why deserve a deeper exploration. And, might said lessons apply to Snapchat? Plus important developments in Apple versus the FBI.
Zenefits and Regulation
Zenefits fired its CEO after violating a number of regulations, and many people are drawing a connection to Uber. In fact, I think the situations are quite different; understanding why gives a framework for thinking about regulation.
Why I Stand by Peak Google, Amazon is Fine, More Amazon Stores?
Google had great earnings again, and was briefly the most valuable company in the world. That doesn’t change my opinions in Peak Google. Then, Amazon lost the expectations game, but the underlying business continues to look great. Plus, a theory about those rumored Amazon stores.
Facebook Earnings, Five Facebook Facts, Additional Facebook Observations
Facebook earnings were once again impressive: they have a killer market, but the company continues to execute fantastically, particularly on the business side.