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 Apple Strategy
Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
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.
Amazon Re:Invent; Google vs AWS vs IBM vs Microsoft; Stratechery Gifts, Schedule, Subscription Switching
Some Stratechery announcements around gifts, schedule, and subscription switching, then a reminder that AWS is still the clear leader in the cloud, and why Google has a customer service challenge
Surface Studio, Nintendo Switch, and Niche Strategies
Microsoft’s Surface Studio and Nintendo’s Switch are exciting products because unlike previous failures, they start with the assumption that smartphones matter most
Chat and the Consumerization of IT
What does the consumerization of IT even mean? Workplace by Facebook, Skype Teams from Microsoft, and Slack offer three definitions.
Oracle’s Cloudy Future
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
Is Uber bad at strategy? It would be understandable if they were. Then, Hollywood is finally realizing that Netflix is a textbook aggregator. Plus, why Google Trips exists