SendGrid IPOs, The Nintendo Marios

SendGrid’s IPO exemplifies a company that works: a SaaS offering that enables, and grows alongside, its customer. Then, the differing results for Super Mario Run and Super Mario Galaxy show the value in maximizing revenue amongst core customers.

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.

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.

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.

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.

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?