Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
Slack Launches Slack Grid, An Interview with Stewart Butterfield
Slack launched its long-awaited enterprise product, and an interview with CEO Stewart Butterfield explains why the company’s vision is even more expansive than you might realize.
Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.
Twitter/Snapchat/Instagram Follow-up; LINE Earnings; Samsung Batteries, Monopsony Power, Earnings
More evidence of faltering Snapchat growth, and a cautionary tale from LINE. Then, lots of news from Samsung, a company doing much better than most think.
Twitter Sells Fabric, Snapchat User Growth Concerns, What Makes Snapchat Valuable?
Twitter sold Fabric, ending it’s too-late attempt to build the sort of company it should have been originally. Then, there may be concern about Snapchat’s user growth — thanks to Instagram? — but there is a strategy.
The Future of Enterprise Software, Atlassian Earnings, An Interview with Scott Farquhar
What does the future of enterprise software look like? Atlassian has an idea, so I interviewed their CEO.
Atlassian Buys Trello, Yahoo => Altaba
Atlassian acquired Trello in a deal that makes sense for Atlassian and also signifies increased consolidation in productivity software; then, Yahoo is nearly finished: the company was more important than we remember.
Alexa: Amazon’s Operating System
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
Airbnb Christmas Q&A, Airbnb and Flights, Apple-China Follow-up
Airbnb CEO Brian Chesky had a Twitter Q&A on Christmas, which is a terrible idea for product development but an interesting insight into the power Airbnb derives from owning users. Might that be applied to flights? Then, more on Apple and China.
Media Monday: Bill Simmons’ HBO Show Cancelled, Axios Unveiled (Kind-of)
It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.