Dropbox’s falling cost of revenue has received a lot of attention, but absent more data, the trend appears unsustainable — just a company getting ready to go public.
More on Chrome and AMP, The Case Against Google, Decentralization and Paradigm Shifts
More on Chrome and AMP, and what The Case Against Google gets wrong about Microsoft. Then, why decentralized networks are aggregator kryptonite.
The Aggregator Paradox
Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.
Twitter Earnings; The End of TellApart; Direct Versus Brand Marketing, and Size
Twitter’s earnings were both less and more impressive than they appeared; plus, a lesson I have learned about direct versus brand advertising, and what it means for both Twitter and Snap.
Snap Earnings, Fox Signs Deal for Thursday NFL Football, The Sports Linchpin and Snap et al.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.
Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down
Is Apple setting itself up for disruption, or will its integration lead to more markets? Its earnings offer evidence in both directions, and worrisome China results. Then, Kazuo Hirai steps down after setting Sony on the only sustainable path.
Apple’s Middle Age
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
Google Earnings, Amazon Earnings
Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).
Facebook Earnings, Microsoft Earnings
Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.
Amazon Go and the Future
Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.