Snap’s earnings were far worse than expected: not only is user growth slowing, but so is revenue. The company needs to build a real business far more quickly.
Amazon Echo Show, Siri Speaker, Echo Look
Echo Show is a naturally evolution of the Echo and Amazon’s goal to own the house. Siri speaker, meanwhile, is locked into iPhone thinking. Plus, the Echo Look’s focus on selfies highlights the decline in offline retail.
Apple-WeChat Follow-up, Windows 10 S and the Education Market
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
Apple’s China Problem
Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.
Nintendo Discontinues NES Classic Edition, A Brief History of Nintendo, Nintendo’s Solipsism
Nintendo’s decision to discontinue the NES Classic Edition doesn’t make any sense, unless you understand Nintendo. Then it makes all the sense in the world.
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.
Disney and Differentiated Content, Snap and Hardware
Disney may have differentiated content, but they don’t necessarily have the right business model, and may not get there. Then, could Snap really end up being a hardware company?
Google Assistant Added to Android, Amit Singhal Out at Uber
Google Assistant is being added to Android, which makes the company’s previous statements and actions even more confusing than they already are. Then, another controversy hits Uber, but Google is implicated as well — along with the entire industry.
Twitter, Live, and Luck
Last night’s Academy Awards show was another event that showed how special Twitter is; the fact that you had to be there shows just how badly the company has failed to evolve.
Snap S-1 Follow-up, Facebook Earnings, Hedging the Future of Advertising
From a business perspective, Snapchat isn’t like Apple at all. Then, Facebook further unveils its video strategy, and continues to invest in what may be the future of advertising.