Incentives
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Apple Scales Back iAds, The Apple News Mess
Apples struggles with iAd and confusion around Apple News spring from the same place: these are businesses that Apple is not set up to excel in, and the sooner they retrench, the better.
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Car Follow-up, The Apple Car, Uber’s Financials
Google’s vision for driverless cars fails to take into account the world as it is. and Apple’s car efforts likely have a market for the foreseeable future. Plus a look at Uber’s financials.
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A Politics For Technology
Technology is changing the world, which means politics should change as well. There is a way forward that entails less regulation and a much bigger safety net.
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SpaceX Makes History, SpaceX and Unicorns, Disney in the Age of Abundance
SpaceX accomplished something truly momentous yesterday, and the company is a reminder that unicorns remain great investments. Plus, more on why I’m bullish on Disney
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Star Wars Grosses >$500 million, Disney: Cable or Content?, Goldman Sachs Recants on Microsoft
Star Wars has significantly exceeded expectations, yet Disney’s stock is down. The question is what matters: content, or cable networks? I argue it is the former, and that Disney’s future is bright.
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Apple’s Executive Shuffle, Adele’s Concert Tickets
Significant changes were announced at Apple yesterday, particularly in marketing. Then, what is so bad about ticket brokers?
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Dropbox Kills Carousel and Mailbox, Facebook Kills Creative Labs
Dropbox finally focuses on business, while Facebook realizes it’s a big company now.
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Tesla and Beyond Disruption, As Yahoo Turns
A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?
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Fidelity Reprices Again, Uber Partners with Tom-Tom, Lyft Struggling
Fidelity repriced some startups again, and it really isn’t that big of a deal. Plus, why Here may not have been right for Uber, and the struggles of Lyft.
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Google Hires Diane Greene, Google the Cloud Company?
Google is signaling that it is getting serious about the cloud, so success is certain. Or is it? What actually matters in building an adjacent business for a different kind of market?