Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.
The Relentless Jeff Bezos
Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect.
WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
PS5 and Xbox, Sony’s Console, Microsoft’s Service
Sony and Microsoft have both released details about their next generation consoles, and their strategies couldn’t be more different.
Jio Follow-up, Google Cloud Next, Kurian vs. Google
Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.
TikTok and Quibi, TikTok and Shopify, TikTok Complications
Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.
Instagram to Hide Likes, Instagram and Influence Marketing, Practical Impacts
Instagram is removing likes, because it says it cares about user welfare. Is that the reason, or is Instagram finally taking on influencer marketing?
Beachheads and Obstacles
Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.
The Snap Partner Summit, Snap’s Announcements, Vision Versus Execution
Snap’s announcements at its Partner Summit signaled a new strategy that makes a lot of sense. The company, though, needs to show that it can execute.
Apple’s Errors
Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.