Social
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Microsoft to Buy GitHub, A Win for GitHub, Facebook’s Data-Sharing Deals with Device Makers
Microsoft is reportedly buying GitHub, which makes a lot of sense for both Microsoft and GitHub, and all GitHub users. Then, why the latest Facebook scandal is probably overblown.
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Snap’s Monetization Flaw; Microsoft and the Effect of Antitrust; Apple, Russia, and Telegram
Reactions from the Code Conference interviews with Snap CEO Evan Spiegel and Microsoft President and Chief Legal Officer Brad Smith, plus a very problematic demand of Apple by the Russian government.
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The Bill Gates Line Follow-up, Twitter and the Bill Gates Line, Data Portability and Facebook
Following up on The Bill Gates Line, applying it to Twitter, and then why Facebook portability is a bad idea.