Apple’s earnings were better than expected but the growth challenge remains; might it come from the Apple Car? The Apple TV’s challenges are instructive in that regard.
Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings
More news and follow-up on Didi and Uber, and whether or not Instagram Stories will succeed. Then, Walmart is reportedly buying Jet.com, but Amazon’s earnings show how far they have to go.
The Audacity of Copying Well
Instagram copied Snapchat, and that’s a good thing: differentiation is about far more than features, and this is Facebook’s best shot at holding off Snapchat.
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.
Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016
An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.
Amazon Private Label, Facebook Audience Network Adds Video Ads
The idea of private labels aren’t new, but Amazon is uniquely positioned to profit from them. Then, the Facebook Audience Network is getting some deserved attention
The Problem with Facebook’s Ten-Year Plan, Is BuzzFeed Struggling?
Facebook’s (in my opinion) misguided attempt to own both public and private social was not the only thing that concerned me about the F8 keynote; I am also skeptical of the 10-year plan. Then, BuzzFeed may have some concerning numbers, but I think there is a good reason: the company is changing its business model.
Snapchat’s Ladder
Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.
The Amazon Tax
Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.
Microsoft Earnings, Microsoft Acquires Xamarin, Microsoft Discontinues Android App Bridge
A long-delayed analysis of Microsoft’s most-recent earnings, which gives color to the company’s recent acquisition of Xamarin, and why the future is looking bright.