An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.
Apple and the Long Run, How Satya Nadella Killed Windows Phone
My recent pieces about Apple actually don’t have anything to do with Google I/O or WWDC; they are about structural challenges going forward. Then, Windows Phone is well and truly dead, and how Satya Nadella killed it shows how structural changes can be effective.
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.
The Saga of Samsung’s High-End Smartphones, The PC Enters a New Stage of Disruption
Samsung’s smartphone fortunes are looking up, now that the worst that could happen already has. However, the outcome is far grimmer for the PC.
Tesla Skepticism and Superchargers, Medium for Publishers
Just because Tesla is achieving an Apple-like brand doesn’t mean they will have Apple’s success: the hard part starts now. Plus, why SuperChargers are a big deal. Then, Medium for Publishers is Medium’s play to own the long tail of publishing, and it’s very exciting in what it enables.
It’s a Tesla
Tesla is not a disruptor, but then again, neither is Apple, the closest comp: both succeed by building a brand around being the best.
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 FBI Unlocks the San Bernardino iPhone, Sony to Make a New PS4?
The FBI has successfully unlocked the San Bernardino iPhone. Now the question is if they will say how. Still, I think this debate will now go away for quite a while. Then, Sony is making a new PS4 which makes sense given the changing market, even though it’s risky.
Understanding Today’s iPhone Market, Characterizing the iPhone SE, The iPhone SE Market
While I touched on why the iPhone SE was important yesterday, this is the full deep dive on one of Apple most strategically important launches in a long time.