Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic.
More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
A follow-up to Open, Closed, and Privacy, then multiple notes on Facebook’s earnings: the company’s executives sounded confident, and they should be.
Just as encryption is only viable on closed systems, so it is that increased privacy regulations will only entrench walled gardens. That should affect thinking on regulation.
Publishers are in ever more trouble, thanks to the GDPR. It increasingly seems like Facebook and Google are the inevitable saviors, for better or worse.
The Facebook brand is, due to Facebook’s strategic choices, about not respecting privacy. That is why the Cambridge Analytica story is such a problem for the company.
Facebook is acquiring tbh, another burgeoning social network; regulators erred in allowing the Instagram and WhatsApp acquisitions, but there is no better place to start enforcing the law than now.
AOL Instant Messenger is dead, and there is a new debate as to whether interoperability killed it. The answer is almost certainly no, but that doesn’t necessarily mean interoperability is a bad thing…or is it?
The GDPR will hurt Google and Facebook; it will hurt their competitors far more, which means the position of the two biggest digital ad companies will actually be strengthened. Then, why data portability won’t help build the next social network.
Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.