Networks
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Pinterest S-1, Zoom S-1, The Enterprise-Consumer Flip-Flop
Pinterest’s S-1 shows why too much funding can be bad for startups, while Zoom’s S-1 shows the benefits the come from being great. That, by extension, is a result of the enterprise and consumer markets flip-flopping.
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Where Warren’s Wrong
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
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Facebook’s Privacy Cake
Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.
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Nest’s Secret Microphone, YouTube and the Pollyanish Assumption — Again, Pinterest and Anti-Vaxxers
Nest’s secret microphone shows that privacy still isn’t a priority at Google, and there is a connection to YouTube’s latest scandal. Then, what Pinterest gets right about a very hard problem.
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Facebook Versus Apple: Background, Facebook Versus Apple: Fallout, Facebook Earnings
The full context of Facebook’s dispute with Apple, why the former was wrong, yet why Apple’s actions are just as problematic. Then, Facebook beats expectations with results that aren’t a surprise.
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The BuzzFeed Lesson
The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.
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Netflix Follow-up, Bill Simmons Interviews Jack Dorsey, Twitter and the Pollyannish Assumption
Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.
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Facebook Stats, Facebook’s Data Sharing, Facebook Politics
The latest Facebook exposé in the New York Times raises questions as to why no one cared previously. The question today, though, is a political one.
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The Facebook Emails; The Platform Debate; Zuckerberg’s Platform Delusion, Redux
Facebook emails reveal a company that didn’t realize its real business was ads
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Aggregators and Jobs-to-be-Done
Aggregators succeed by being the best at doing the jobs consumers want done.