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Latest Podcast

Concepts

Understanding Users

  • Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India

    Twitter’s earnings had good and bad parts, and one big red flag. More interesting was the company’s decision to retrench and own “live.” Then, how Facebook and Marc Andreessen managed to screw up so badly.

  • The Reality of Missing Out

    Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.

  • Josh Horwitz: Uber in China, What Uber Got Right, Is Second Place Winning?

    Ben is on vacation; in a guest post, Josh Horwitz explores Uber in China. What did they get right that so many other Western companies get wrong, and is it sustainable? What if they are only ever second place?

  • Xiaomi’s Struggles, Samsung Hardware Rumors

    Xiaomi is struggling to justify its valuation; in fact there have been signs for a long time that their valuation was unrealistic all along. Plus, Samsung returns to hardware differentiation.

  • Microsoft’s OneDrive Debacle, Google One Take Two, Google Developing Smartphone Chips?

    Microsoft’s OneDrive team unceremoniously ended its unlimited storage offer, scoring an own goal in the process. How did this screw-up happen? Then, Google is re-launching its Android One program in India — should the program even exist? Or, for that matter, should a special Android chip?

  • Twitter’s Moment

    Twitter has had a rough stretch, and most are pessimistic about its chances. I was previously, but I think the upside is looking much brighter than it did before this week.

  • The iPhone 6S, The End of the iPhone 5C, The iPhone Upgrade Program

    The iPhone 6S is an impressive upgrade, particularly 3D Touch. The iPhone, though, has far deeper advantages: first, in China where its status remains unchallenged, and also in developed markets where Apple is commoditizing carriers.

  • UberPool Follow-Up, Google Bans Interstitial App-Install Ads, Instagram Allows Multiple Photo Sizes

    More on UberPool, including the inevitability of self-driving cars, Uber’s competitors, and whether or not Uber needs mass transit. Then, Google’s ban on interstitial app install ads may be a bit arbitrary, but does that matter? Plus a must-read article that ties Instagram’s photo sizes to Twitter’s 140 characters.

  • The Case for Jack Dorsey, Twitter CEO

    For years Twitter has prioritized advertisers and revenue over users and product. The problem is that the latter begets the former, but not the other way around. Product must come first, which means Jack Dorsey should be Twitter’s CEO.

  • The Reddit Rebellion, How Should Reddit Make Money?, The Disappearance of High-End Android

    Reddit had a rough weekend, raising questions as to whether or not the site will ever be able to become a real business. It’s very nature may make that impossible, or maybe it simply needs a different business model. Plus, Samsung and HTC’s tough quarter.