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).
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.
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.
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
Didi Acquires Uber China, Why Uber China Was Doomed, Was Uber China Worth It?
Didi has acquired Uber China. This Update goes through the history of ride-sharing in China, why Uber China was doomed, and evaluates whether Uber China was worth the investment.
Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
Apple Makes Major Changes to App Store, The App Store and Apple’s Nature, Additional Notes
Apple made major changes to the App Store; in this double Daily Article I explain why they’re a big deal but not yet perfect, and how that demonstrates the difficulty of change.
Google’s Go-to-Market Gap
Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
The Full TSLA Experience, Twitter vs LinkedIn, Nintendo vs Sony
Elon Musk may be a lot of things, but he’s not exactly straight with investors, and now he’s making his biggest bet yet. Plus, the differences between Twitter and LinkedIn, and Nintendo and Sony
Facebook, Phones, and Phonebooks
There are two types of social networks, and Facebook wants to be both. The problem is that the company already chose public sharing over private communication.