Social
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Microsoft Earnings, Microsoft’s Growth Opportunities, Facebook Earnings
Microsoft is a trillion dollar company, and has more growth opportunities than ever; Facebook, meanwhile, remains firmly in control of its own destiny when it comes to driving revenue growth in the long run.
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Twitter Earnings, Snap Earnings, Escaping the Duopoly
Twitter and Snap both had encouraging earnings, for reasons that were both similar and also unique to each company and their history. Perhaps there is hope for consumer tech companies after all — and maybe Facebook and Google aren’t so bad.
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A Framework for Regulating Content on the Internet
Regulators need to stop blindly regulating “the Internet” and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.
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The Snap Partner Summit, Snap’s Announcements, Vision Versus Execution
Snap’s announcements at its Partner Summit signaled a new strategy that makes a lot of sense. The company, though, needs to show that it can execute.
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YouTube and Toxic Videos, YouTube’s Problematic Incentives, Sins of Omission and Commission
YouTube is undergoing the same scrutiny as Facebook, and is arguably even more to blame. The problem is not simply sins of omission (not finding bad content) but sins of commission (actively promoting it).
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Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs, You Say You Want Some Regulation
Recent regulation highlights why Mark Zuckerberg’s call for regulation was so self-serving. The place where regulators should actually start is advertising.
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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.