Podcasting is stuck between the open model of the past and the push for monetization in the future. Might there be a third way that actually benefits publishers?
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.
Google I/O Overview, Announcements; TensorFlow Processing Units
A deep dive into Google I/O: why the overall keynote was a good sign for Google, and then a review of specific announcements.
Google’s Go-to-Market Gap
Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
The Full TSLA Experience, Twitter vs LinkedIn, Nintendo vs Sony
Elon Musk may be a lot of things, but he’s not exactly straight with investors, and now he’s making his biggest bet yet. Plus, the differences between Twitter and LinkedIn, and Nintendo and Sony
Amazon Earnings, Amazon’s Cloud War
Amazon’s earnings were even better than reported: it looks like the retail business is gaining real economies of scale, and AWS was even stronger than it appeared.
Facebook Earnings, Facebook and New Market Disruption, Facebook’s Share Reclassification
In a market where it’s peers have been struggling Facebook crushed it again, proving out The Facebook Epoch. However, could the company’s potential be even greater than that? Plus why the company’s share reclassification makes me uncomfortable.
Apple’s Run, Apple Earnings and the iPhone Upgrade Cycle, The iPhone in China
Apple had an amazing run, but now there are very real questions about the iPhone, in no small part because Apple itself doesn’t seem sure what is going on.
Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
Facebook, Phones, and Phonebooks
There are two types of social networks, and Facebook wants to be both. The problem is that the company already chose public sharing over private communication.