Making Money
Business models are the surest way to understand a company’s motivations.
-
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
-
The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.
-
Google is at its best when its product focus follows its business model; for too long Android was a detour.
-
Disney and Fox
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
-
Bitcoin and Bitcoin Cash, TL;DR: The Bitcoin Paradox, Uber-Softbank Deal
Bitcoin versus Bitcoin Cash looks like a pump-and-dump deal; that, though underscores the paradox underlying Bitcoin’s value. Then, Uber and Softbank reach a deal that will reflect the fact Uber didn’t kill Lyft.
-
Uber CEO Follow-up, BuzzFeed Adds Banner Ads, Google Offers Cheaper Networking
Who wanted Dara Khosrowshahi as Uber CEO? Then, BuzzFeed is making the right move in adding ads, and why Google’s seemingly innocuous decision to offer cheaper networking is so interesting.
-
Microsoft’s Monopoly Hangover
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
-
Alphabet Earnings; Revisiting Peak Google, Again; How Mobile Helps Google
Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?
-
Jeff Bezos’ Annual Letter, Facebook Messenger and Payments, Facebook Instant Articles Fizzing?
Jeff Bezos’ annual letter is as illuminating as ever, particularly on how to achieve alignment in a business. Facebook demonstrates that, both positively and negatively.