A year ago I compared and contrasted Box and Dropbox; both have taken very different paths over the last year, and in light of Box’s earnings and recent Dropbox news I check back in on their progress. Also, Apple and ad-blockers.
Apple and Privacy Follow-up, The Top 100 Retailers and Apple Pay, Android Pay’s Missing Bank Fee
More on the difference between privacy and security, and why precision in language is critical.
Tim Cook’s Unfair and Unrealistic Privacy Speech, Strategy Credits, The Privacy Priority Problem
Tim Cook, by wrongly accusing Google and Facebook of “selling data”, is making discussions about privacy more difficult. Plus, Apple’s privacy Strategy Credit.
China: A Disclaimer, Reasons for Concern, Connecting the Dots…Or Not
Today’s update is a little out of the ordinary: a brief discussion of my relationship — or not — with China, and then a discussion about whether or not people in tech should be concerned about what is happening with the country.
Media Monday: Bill Simmons vs ESPN, Spotify and the Content Hierarchy, Periscope and Piracy
Today’s Daily Update is all about the media:
– ESPN will not renew Bill Simmons’ contract, which leads into a discussion of the value of individual brands, particular writers, and how that value can best be captured
– Not all content is created equally, which helps explain Spotify’s surprising decision to diversify
– Periscope presents a unique challenge to sports in particular
AWS Follow-up; Tesla Powerwall; Google, LinkedIn, and Playing Nice
Today’s Daily Update includes:
– Follow up on yesterday’s post on AWS, including why Amazon still worries me
– An overview of the Tesla Powerwall and what kind of company Tesla is
– A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why
Daily Update: Moore’s Law at 50, BuzzFeed and Advertiser Pressure
Good morning, The French Senate approved a measure (it won’t be law, at least not yet) that would force Google to disclose its algorithm to a French regulator. If you have strong views on this (particularly if you are in favor), I’d love to hear from you as to why — with the condition youSubscribe […]
Daily Update: Remembering Microsoft’s Antitrust Trial, Microsoft and Yahoo Renegotiate Search Deal, Microsoft Partners with Cyanogen
Good morning, It’s a Microsoft heavy day, ranging from the (relatively speaking) distant past, the present, and perhaps the future. On to the update: Remembering Microsoft’s Antitrust Trial Not. My. Week. Yesterday I wrote that the Microsoft antitrust case was in 1998; wanting to be sure I checked Wikipedia which to my surprise said 2001.Subscribe […]
Daily Update: Twitter Follow-up, EU Begins Antitrust Action Against Google, Is Antitrust the Answer?
Good morning, In Tuesday’s Daily Update I wrote: The big problem for Uber is that they’re a private company: as I noted last week one advantage of an IPO is that it makes a company’s shares into a powerful tool for acquisitions. Uber, though, would need to pay cash. As Marc Andreessen pointed out onSubscribe […]
Daily Update: BuzzFeed Busted, LinkedIn Buys Lynda.com
Good morning, Late last night was Apple Watch ordering mania. A few observations: Within minutes the Apple Watch Edition quickly moved from May to June and some models to August. In China, meanwhile, they completely sold out It seemed to take about six minutes for ship dates to start slipping from 4/24-5/8 to something laterSubscribe […]