Events
-
Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings
More news and follow-up on Didi and Uber, and whether or not Instagram Stories will succeed. Then, Walmart is reportedly buying Jet.com, but Amazon’s earnings show how far they have to go.
-
Uber-Didi Follow-up, SalesForce Buys Quip
More on Uber and Didi, and why the evaluation of this deal depends on the lens you use. Then, why Salesforce bought Quip, and what that says about both enterprise startups and Salesforce versus Microsoft.
-
Didi Acquires Uber China, Why Uber China Was Doomed, Was Uber China Worth It?
Didi has acquired Uber China. This Update goes through the history of ride-sharing in China, why Uber China was doomed, and evaluates whether Uber China was worth the investment.
-
Netflix Earnings, Netflix and the Aggregation Dream
Netflix’s earnings were disappointing for reasons characteristic to disappointing earnings for all service companies. For Netflix, though, the stakes are higher.
-
A Word on Tesla, Follow-up: The Big Picture, Tencent Acquires Supercell
Tesla offering to buy Solar City is why corporate governance matters. Then, a follow-up to yesterday’s piece on TV and why there is something much bigger going on, and why Tencent bought Supercell
-
WWDC Followup: Apple Watch, Apple TV, Siri, Privacy
A follow-up on the specifics of Apple’s 2016 WWDC keynote, with a focus on Apple Watch, Apple TV, Siri, and Privacy.
-
Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.
-
Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.