Media

Amazon Explores Sports Rights, Insta-Snapchat-Gram, Zuckerberg on Fake News

Tuesday, November 22, 2016

Amazon is looking into sports, but real changes won’t happen for a while. Then, Instagram continues to battle Snapchat, which is a useful reminder that the best Facebook antidote is competition.

Fake News Follow-up and Twitter Bans, Facebook Screws Up More Measurements, Snap Files for IPO

Thursday, November 17, 2016

A follow-up to Fake News, and why Twitter’s bans are different. Then, the better approach to Facebook’s power is more transparency. Plus, Snap is both IPOing and showing why they are following in Facebook’s footsteps.

Fake News

Wednesday, November 16, 2016

Facebook is under fire for fake news and filter bubbles; they are a problem, but most of the proposed solutions are far worse.

Snapchat Spectacles “Launch”, Facebook’s Real Problem

Monday, November 14, 2016

Recent news about Snapchat (Spectacles) and Facebook (its effect on elections) couldn’t be more different; that’s why they are, in fact, related.

Twitter vs Facebook and Adam Bain’s Departure, Samsung Readies AI Assistant, Three Snapchat Updates

Thursday, November 10, 2016

A reminder that the bubble problem applies to everyone, while Twitter is losing a key exec. Then, the riddle of Assistants on premium Android, and three Snapchat updates.

Donald Trump is the President-Elect, Tech Under Trump, The Big Picture

Wednesday, November 9, 2016

Donald Trump is the president-elect, and the temptation is to reduce his success to black-and-white issues. That would be a mistake for the tech industry in particular.

Why Twitter Must Be Saved

Tuesday, November 8, 2016

First, a reposting of an old Stratechery article, Rebuilding the World Technology Destroyed. Then, why Twitter is an essential antidote to Facebook and must be preserved.

Apple Should Buy Netflix

Monday, October 31, 2016

The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.

AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

Tuesday, October 25, 2016

Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)

Follow-up, Snapchat Changes Publisher Monetization, The Return of the Bundle?

Thursday, October 20, 2016

Follow-up to The IT Era and the Internet Revolution, then why Snapchat’s new paid-content model is such a great idea.

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

Donald Trump is the President-Elect, Tech Under Trump, The Big Picture

Apple Should Buy Netflix

AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

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