A follow-up on the specifics of Apple’s 2016 WWDC keynote, with a focus on Apple Watch, Apple TV, Siri, and Privacy.
Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.
Peter Thiel, Comic Book Hero
What Gawker did to Peter Thiel is inexcusable, but Thiel’s response is threatening to the industry that made him rich in the first place.
Trouble at Lending Club, Lending Club and Aggregation Theory, What Went Wrong
FinTech seems like the perfect application of Aggregation Theory, but over this past week it has blown up in the face of serious issues at Lending Club. The mistakes that were made in do to a degree validate why I haven’t covered the space to date.
Apple, Didi, and Occam’s Razor; Uber in China
Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.
Google v Oracle, Round 3; FTC Re-Opening Google Search Investigation?; Facebook and Filter Bubbles
Google v Oracle Round 3 kicked off this week, and the stakes are high. We need a legislative solution that probably isn’t coming. Then, the FTC may be investigating Google again, but it’s hard to see their conclusion changing; and why Facebook’s study about polarization didn’t exonerate the News Feed algorithm
Defending Facebook, Amazon Video Direct
The actual details of the Facebook Trending News scandal probably don’t warrant the outrage; what is more interesting is how Facebook found itself in hot water. Then, Amazon Video Direct is very interesting, but not because it’s going to be a YouTube competitor anytime soon.
The Real Problem With Facebook and the News
Facebook is receiving a lot of criticism for allegedly interfering with conservative topics when it comes to “Trending News”. In fact, though, the polarization reinforced by an engagement-driven feed is a much bigger concern.
Uber Loses in Austin, Uber and the Zenefits Test
Uber lost a ballot proposal in Austin that may have far-reaching effects; an application of the Zenefits Test shows why it was the wrong battle to fight.
Doubting the iPhone Revisited, What Has Changed, On Being Bearish
Today I revisit last year’s piece Stop Doubting the iPhone and why I may have been wrong. What data and assumptions have changed, and why?