Instagram policy with regards to TikTok content shows Meta hasn’t internalized the real risk from the Chinese company; then, revisiting U.S. TikTok policy
Instagram, TikTok, and the Three Trends
Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
Meta Earnings, Reasons for Optimism, Meta Changes
Meta’s
Snap Earnings, Instagram Versus the Kardashians
Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.
Spotify’s Investor Day, Spotify’s Music Aggregation, Podcast Anecdata
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.
An Interview With Babylist Founder and CEO Natalie Gordon
An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.
Airbnb Categories; V1, V2, and Categories; AirCover for Guests
Airbnb’s Summer 2022 Summer Release is compelling both in terms of product and also strategy.
Warner Bros. Discovery
Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.
Why Netflix Should Not Sell Ads, Elon Musk and Twitter
The obvious follow-up: Why Netflix Should Not Sell Ads. Plus, thoughts on Elon Musk’s investment in Twitter.
iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack