Events
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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?
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Netflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
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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.
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Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality
Disney’s investor day showed the power of differentiated IP and optionality.
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An Interview With Stripe President John Collison
An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.
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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.
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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.