Beachheads and Obstacles

Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.

Snap Earnings, Notes and Concerns, DoorDash and Tipping

Snap’s earnings were impressive, including the most valuable AR application of all time, but the company still needs to show it can earn advertisers broadly. Then, DoorDash responds to pressure from the demand side.

Boring Google

Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.