Spotify has acquired Locker Room, the sports-centric Clubhouse competitor. Clubhouse should be very nervous.
Twitter Acquires Revue, Twitter’s Opportunity, Twitter’s Achilles Heel
Twitter’s acquisition of Revue points to a huge opportunity for the company; can the company execute well enough to take advantage?
Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Facebook Sued by FTC and States, The FTC’s Case, Antitrust and Politics
Facebook clearly tried to eliminate competition by acquiring Instagram and WhatsApp, but it’s not clear they were successful, which is the question that matters in a case that is ultimately about politics and power.
Salesforce Acquires Slack, Salesforce’s Reasoning, Salesforce’s Opportunity
Salesforce’s purchase of Slack is a great outcome for the latter, and has huge upside for the former. There is, though, commensurate risk.
A Sixth Lesson from Dave Chappelle; Facebook and Apple, Continued; Facebook Acquires Kustomer
One more lesson from Dave Chappelle, this time about how the old order are all playing the same game. Apple seems to prefer that game, even if Facebook has helped them win at the new one.
An Interview with BuzzFeed CEO Jonah Peretti
An Interview with BuzzFeed CEO Jonah Peretti about BuzzFeed’s business model, acquisition of the HuffPost, and how big tech companies can fix the news.
The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
Spotify Buys Megaphone, Spotify’s Podcast Strategy, Spotify’s Megaphone Strategy
Spotify has acquired Megaphone, which brings clarity to its podcast advertising ambitions.
AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.