Incentives

The Battle for the Home

Wednesday, October 10, 2018

Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?

The Snap Memo, Snapchat’s Core Problem, Snap’s Bad Positioning

Monday, October 8, 2018

Evan Spiegel wrote a long memo to Snapchat that laid out the company’s problems perhaps more starkly than he appreciated.

Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements

Monday, October 1, 2018

Microsoft’s Ignite conference was another reminder that the company no longer focuses on the consumer, a point Satya Nadella emphasized as a strength. Then, Amazon helps explain why.

Six Years of Systrom, Instagram’s Alternate Reality, Facebook’s Red Flag

Wednesday, September 26, 2018

Despite this week’s bad news, Facebook won with Systrom’s tenure. Then, what might have been with an independent Instagram, and the worrying signals this sends about Facebook the app.

Instagram’s CEO

Tuesday, September 25, 2018

The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.

Strengths, Weaknesses, and Augustus; Zuckerberg’s Blindspot; The Liberal Arts Fallacy

Tuesday, September 11, 2018

The New Yorker is out with a huge profile of Mark Zuckerberg and Facebook; what does the article get right, what is the real problem with Facebook, and where do critics go wrong?

Sandberg and Dorsey in Congress, Dorsey and Incentives, Google’s Absence

Thursday, September 6, 2018

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

Tuesday, August 28, 2018

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.

Facebook Lenses

Monday, July 30, 2018

Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic.

The Apple Espionage Case, Apple’s New Organization, The App Store Turns 10

Wednesday, July 11, 2018

A corporate espionage case involving Apple gives clues about Project Titan. Better news is Apple’s new organization. Plus, the App Store turns 10 and Apple won’t change its approach there.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements

The Apple Espionage Case, Apple’s New Organization, The App Store Turns 10

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips