Events
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Slack Launches Slack Grid, An Interview with Stewart Butterfield
Slack launched its long-awaited enterprise product, and an interview with CEO Stewart Butterfield explains why the company’s vision is even more expansive than you might realize.
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Apple Earnings, Fitbit Earnings, Nintendo Earnings
Apple’s earnings showed slowing growth but a seemingly impenetrable moat; Fitbit, meanwhile, is in very bad shape, while Nintendo is learning harsh truths about the smartphone market
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Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.
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The Future of Enterprise Software, Atlassian Earnings, An Interview with Scott Farquhar
What does the future of enterprise software look like? Atlassian has an idea, so I interviewed their CEO.
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The Great Unbundling Follow-Up, Netflix Earnings, The New York Times 2020 Report
The current TV model is exceptionally strong, but its weaknesses are correlated. Then, Netflix continues to demonstrate the power of Aggregation Theory, and the New York Times impresses with its focus on the business side of journalism.
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Atlassian Buys Trello, Yahoo => Altaba
Atlassian acquired Trello in a deal that makes sense for Atlassian and also signifies increased consolidation in productivity software; then, Yahoo is nearly finished: the company was more important than we remember.
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Ctrip Buys Skyscanner, Ctrip’s International Potential, Airbnb Rumored to Buy Xiaozhu
There is a lot of news about the Chinese travel space, particularly Ctrip’s acquisition of Skyscanner, but given the nature of travel it is news that resonates globally.