Product Management
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Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary
Uber took a shortcut with Google two years ago and are paying the price today, even if the wound is only temporary. Meanwhile, Lyft is costing Uber money but not strategic positioning, and seem to be marketing themselves to acquirers. Plus, mourning the end of what Twitter could be (and no, the NFL didn’t help).
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Apple Watch = Health and Fitness; Apple’s Shifting Strategy; Beyond the iPhone, Continued
The Apple Watch event was on the surface about focusing on health and fitness. However, I also think it signified a shift in focus and a much clearer path to the future for Apple.
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Apple Event Follow-up: Super Mario Run, iPhone 7 Pessimism, Additional Notes
More on Apple’s event, in particularly Super Mario Run and why there is reason for pessimism around the iPhone 7 announcement. Plus additional notes on the event and Apple’s big chip advantage.
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Beyond the iPhone
Apple’s event may have been lacking on the surface, but it laid the groundwork for innovations that will be revealed in time. And yes, it was courageous.
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Samsung “Recalls” Galaxy Note 7, Fitbit Updates Fitness Trackers, Apple to Repatriate Profits?
Samsung seems to have handled the exploding Note 7 as well as they could have, Fitbit releases new products that raise questions about Apple Watch pricing, and a follow-up on Apple’s tax mess
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Google, Uber, and the Evolution of Transportation-as-a-Service
The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
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Google Earnings, Microsoft Earnings
Google’s earnings were fantastic, but I’m still not totally convinced about their shift to mobile. Microsoft’s were good as well, but what was under the surface was more important.
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Amazon’s Overwhelming Leverage, P&G Scaling Back Targeted Facebook Ads, Facebook Earnings
In case I wasn’t clear in yesterday’s article, Walmart really has no chance to catch Amazon in e-commerce. Then, the news that P&G will reduce targeting isn’t a surprise, but it’s not necessarily that much of a problem for Facebook. Plus, notes on Facebook’s earnings.