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Latest Podcast

Concepts

Incentives

  • Instagram’s CEO

    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

    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

    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.

  • Facebook Lenses

    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

    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.

  • Twitter Reorganizes, Twitter Turnaround?, Twitter and the Extremes

    Twitter is reorganizing the company, and it’s probably a good sign. Meanwhile, has the company made a turnaround? The product — and company — is inevitable high variance.

  • The Cost of Developers

    Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.

  • ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall

    The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.

  • Divine Discontent: Disruption’s Antidote

    Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.