Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
Fake News Follow-up and Twitter Bans, Facebook Screws Up More Measurements, Snap Files for IPO
A follow-up to Fake News, and why Twitter’s bans are different. Then, the better approach to Facebook’s power is more transparency. Plus, Snap is both IPOing and showing why they are following in Facebook’s footsteps.
Twilio’s Secondary Offering, Samsung Discontinues Note 7, Is Google Assistant Exclusive?
Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?
Coupa IPOs — and Pops, Why (Most) IPOs are Under-Priced, Why the IPO Process Doesn’t Change
The latest tech IPOs are all popping in price: are banks screwing startups? In fact, I think it is not a big deal, and may even help startups. Regardless, it is very unlikely to change.
Spotify Follow-up, Nutanix and Hyper-Convergence, The Conservation of Attractive Data-Center Profits
A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.
WWDC Preview; Line Files for IPO; Yahoo, Twitter, Snapchat and Messaging
Apple’s services messaging is the most important part of WWDC, plus LINE is about to IPO and the challenges of messaging
Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016
An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.
Atlassian’s IPO and the Evolution of Dev Tools, Facebook Open-Sources Machine-Learning Hardware, Microsoft Open-Sources Chakra
More open-source news warrants a discussion about why exactly open-source matters for strategy.
“Selling Feelings” Follow-up, Match.com’s IPO and Tinder, The Sean Rad Interview
Follow-up on my piece about Selling Feelings, and then an analysis of the Match.com IPO, and Tinder in particular. Plus, why I think Sean Rad is getting a bit of a bad rap for his disastrous interview.
Atlassian Files for IPO, Square Prices IPO Below Last Round
Atlassian is a very remarkable company, particularly from a financial perspective. In fact, they may be so unique that they are one of a kind — and that has risks. Plus, most folks are drawing the wrong lessons from Square’s IPO pricing.