Social
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Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong
Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
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Teams OS and the Slack Social Network
Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.
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Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels
Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.
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India Bans Chinese Apps, The App Store Firewall, Reddit and The Donald
India is banning Chinese apps, in a reminder that nations still matter; China knows the more than anyone. Then, why centralized App Stores make this easier, and why Reddit is a reminder that infrastructure matters.
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Apple and Facebook
Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
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Snap Partner Summit, Snapchat’s OS, Facebook Versus Australia
Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.
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Never-Ending Niches
The Internet changed how media competes to focus and quality, but quality is defined by your niche.
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TikTok and Quibi, TikTok and Shopify, TikTok Complications
Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.
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Zuckerberg’s Choice, Zuckerberg’s Power, Zuckerberg’s Conviction
Why Mark Zuckerberg has made the right choice about Trump’s posts, why his power is a problem, and why his conviction is impressive.
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Dust in the Light
The Internet ends gatekeepers and increases transparency, which has world-altering effects — both good and bad.