Amazon Prime Day was a smashing success, at least if you ask Amazon. The ongoing shift in ecommerce models, though, threatens Prime’s underlying value proposition. Then, Facebook’s disappointing diversity numbers.
A Technical Glitch
Facebook Live is likely a lot more meaningful than Facebook expected: it’s a plus for society, but Facebook should expect more scrutiny. Given that, they have work to do when it comes to transparency.
Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
Disney continues to invest in the future by buying part of MLBAM, while Comcast and Verizon settle into their roles as utilities. Plus, why Spotify’s antitrust complaints don’t make much sense, even if Apple isn’t being very fair.
Snapchat’s Facebook Moment, China Cracks Down on Apps and Social Networks
A quick follow-up on Tesla, where Elon Musk continues to demonstrate how not to win the battle over self-driving cars. Then, Snapchat is getting the Facebook treatment, some of it legitimate, and some of it not, and China is cracking down on apps and social networks
Follow-up: Governments’ Focus, Elizabeth Warren’s Speech on Competition, Facebook Changes the News Feed
One more follow-up to Tuesday’s Weekly Article, then why I don’t necessarily disagree with calls to regulate big platform players. Then, Facebook has changed the news feed, and while there will be an impact on media companies, the bigger news is what this says about Facebook.
Airbnb Raising Money, Airbnb and Hotels?, Airbnb Sues San Francisco
Airbnb is raising money, and if you view them as an OTA competitors, the valuation makes sense. Still, the company needs to address its externalities problem, and hotels could help.
The Brexit Possibility
Brexit’s downsides are clear; might tech help realize upsides in building something new based on a new world order?
Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons
There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.
Brexit and Tech; More on Musk, Tesla, and Solar City; The Allure of Live: Facebook and ESPN
Why Brexit would be bad for U.S. tech companies, Why Tesla May be Hurt Even if Solar City Isn’t Acquired, and the power of live for escapism and sports
TV Advertising’s Surprising Strength — And Inevitable Fall
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.