Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
Slack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield
An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.
Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong
Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
Facebook Acquires GIPHY, Data Credits and Critical Suppliers, SDK Insights
The GIPHY acquisition makes sense for Facebook, but for more pragmatic reasons than malicious ones.
Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.
Email Addresses and Razor Blades
The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.
Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power
Morgan Stanley acquired E*Trade, and Intuit is reportedly acquiring Credit Karma; both are about improving customer acquisition, but the competitive impacts differ.
Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition
Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.
Visa, Plaid, Networks, and Jobs
The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.
Facebook Buys Beat Saber, Capital and Copyright, The Oculus Conundrum
Facebook has bought Beat Games, a company of the future, and not just because they made a game for VR. Then, why it is the old world that needs capital, and why Oculus is still confusing strategically.