Social
-
AMD and Modularity Follow-Up, Trump and Tech, Tech’s Vulnerability
The problem with AMD’s modularity approach; then, Trump attacks tech. The claims are baseless but that hardly means the industry is in the clear.
-
Facebook, Germany, and Filter Bubbles; The Nutella Factor; Facebook’s Response
A new study suggests that Facebook is to blame for increased attacks on refugees in Germany. The data isn’t perfect, but the worries about filter bubbles should be taken seriously.
-
Tencent’s Profit Drops, China Freezes Game Approvals, The Tencent Behemoth
Tencent’s profit dropped, in part because the Chinese government has stopped approving games. Plus, why Tencent’s approach to the games industry makes sense in China, even if Facebook’s model may be more attractive.
-
Facebook Stories Follow-up, Twitter and Newton’s Third Law
History suggests that Stories will be an advertising success; then, the Alex Jones episode shows how un-monopoly-like social networks are.
-
Facebook’s Story Problem — and Opportunity
Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.
-
MoviePass, Finally; Value Chains and Unit Costs; Atlassian and Slack
Finally, the MoviePass breakdown so many have been asking for; then, another story to catch-up on, about Atlassian, Slack, and leadership.
-
Facebook Lenses
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.
-
Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230
Section 230, which shields Internet companies from liability, is getting more attention: the only attention it should get is as a model for other regulations.
-
Twitter Reorganizes, Twitter Turnaround?, Twitter and the Extremes
Twitter is reorganizing the company, and it’s probably a good sign. Meanwhile, has the company made a turnaround? The product — and company — is inevitable high variance.
-
Instagram Launches IGTV, IGTV’s Monetization, YouTube Channel Memberships
Instagram’s launch of IGTV was impressive because of the clear thinking behind it; the long-term question, though, is about monetization, both for the service and for creators, something YouTube is good at.