Google had great earnings again, although the usual questions — and a new one, about Google Cloud — remain unanswered. Then, Microsoft returned to annual revenue growth, an impressive milestone in the company’s turnaround.
Facebook Messenger Rolling Out Ads, Facebook’s Product Development Strategy, How Should Messenger Monetize?
Facebook Messenger is rolling out display ads that feel like a shortcut to monetization, a discouraging sign for both the short and long term.
Publishers and the Pursuit of the Past
The newspaper industry is seeking an antitrust provision to negotiate for a return to a world that is gone and never coming back; worse, it is an approach that could ruin publishing’s true future.
Snapchat Updates: Maps, Links, and More; Classifying Snapchat’s Updates
Snap has announced a slew of updates over the past few months: some are more consequential than others, and one — Maps — is potentially transformational (for either good or bad!).
YouTube and the iPhone, Facebook Wins Privacy Case
The lessons that can be learned from YouTube and the iPhone, plus Facebook’s problematic victory in a privacy case.
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.
RIP Charles P. Thacker, E3 and the Importance of Clarity, Nintendo’s Differentiation
Charles Thacker invented modern computers and demonstrated how to think differently. Then, E3 is demonstrating the importance of clarity, and Nintendo is the surprising example of the benefits
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.
Blue Apron Files for IPO, Network Effects and Customer Acquisition Costs, Uber Concerns
Blue Apron’s S-1 raises some red flags about unit economics and lifetime value; Uber, meanwhile, lost its CFO, who suggested the company is missing some key financial controls
Microsoft Build, iTunes on the Windows Store
Satya Nadella sketched a new vision at Microsoft Build, but the company has yet to replace the Windows engine. Then, Microsoft (likely) compromises to get iTunes into the Windows Store.