Incentives
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Bill Gurley Leaves Uber’s Board, Uber Adds Tipping, Chris Lattner Leaves Tesla
Bill Gurley ultimately believes in the Uber idea, and it probably cost both Kalanick and him their jobs. Then, why it’s a problem that Uber is adding tipping, plus the news that Chris Lattner is leaving Tesla.
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Travis Kalanick Resigns, Uber’s Dangerous Delusion, Uber Going Forward
Travis Kalanick has resigned. His downfall came from a dangerous delusion that forgot what Uber represented; the way forward is about remembering.
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Acquisitions and Network Effects, Antitrust and Network Effects, The Saga of Whole Foods
Acquisitions that make sense involve network effects; that is why the long-term future of antitrust is about network analysis (not that it will affect this deal). Plus, John Mackey’s pragmatic fit with Amazon.
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Amazon’s New Customer
The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.
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The Uber Endgame, Unchanging Uber, Uber Justice
The Uber endgame has arrived, and the events of last week showed what should happen — even if they might not. Plus, Kalanick’s fatal flaw and broader questions for all of tech.
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Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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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?
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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.
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Twitter Loses NFL Streaming, Amazon Adds NFL Streaming, Apple and the Mac Pro
Twitter lost the NFL streaming deal to Amazon; all the reasons why the deal didn’t make sense for Twitter explain why Amazon is doing it. Then, the most interesting part of Apple’s Mac Pro news is the timeline.