At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people’s lives better
Facebook’s Privacy Cake
Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.
An Update on the Battle for the Home, Apple’s Strategy Credit — and Tax, The Data Strategy Credit
An update on the Battle for the Home, and why Apple’s hesitance around data is both a credit and a tax — and the opposite for Google.
Facebook and Virtual Reality Follow-up, Tim Cook’s Speech on Privacy, What About China?
More on Facebook, virtual and augmented reality, and it’s long-term strategic play. Then, Tim Cook gave a remarkable speech on privacy; how much does Apple’s stance matter?
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.
More on the Switch, Apple Music and the HomePod, Songwriter Royalties Increase
More on the Nintendo Switch, and how Apple Music is more strategic than I appreciated. Then, Spotify hits another obstacle — is the streaming service an acquisition target?
Facebook’s Motivations
The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.
An Interview With Facebook Vice-President of News Feed Adam Mosseri
An interview with Facebook Vice-President of News Feed Adam Mosseri about Facebook’s just-announced changes to the News Feed algorithm
Facebook Earnings, Facebook’s Strategy Credit (and Apple’s), Facebook and the Future
Facebook absolutely crushed earnings, confirming its duopoly power; the company’s commitment to hurting profitability did the same. Then, a reminder that Facebook has a positive role to play in the future.
Tim Cook’s Unfair and Unrealistic Privacy Speech, Strategy Credits, The Privacy Priority Problem
Tim Cook, by wrongly accusing Google and Facebook of “selling data”, is making discussions about privacy more difficult. Plus, Apple’s privacy Strategy Credit.