Social
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The Difference Between Google and Facebook, Facebook’s Pedantry, Facebook and the Value of Data
More on the fallout from Facebook and Cambridge Analytica: why Google and Facebook are different, why that explains how they treat data, and why Facebook seems so oblivious.
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The Facebook Brand
The Facebook brand is, due to Facebook’s strategic choices, about not respecting privacy. That is why the Cambridge Analytica story is such a problem for the company.
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The Dropbox Comp
Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.
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Twitter Earnings; The End of TellApart; Direct Versus Brand Marketing, and Size
Twitter’s earnings were both less and more impressive than they appeared; plus, a lesson I have learned about direct versus brand advertising, and what it means for both Twitter and Snap.
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Snap Mania and Metamarkets; John Perry Barlow Dies; Barlow, Disney, and Streaming
When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.
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Snap Earnings, Fox Signs Deal for Thursday NFL Football, The Sports Linchpin and Snap et al.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.
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Facebook Earnings, Microsoft Earnings
Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.
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Facebook Adds Reputation Scores, Facebook’s Solution, The Unintended Consequences
Facebook will assign reputation scores to news sources, and the solution is far better than most of the company’s critics would have you think. There are, though, unintended consequences.
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Snapchat’s Engagement Numbers, Apple’s Tax Repatriation, The Shift to a Territorial Tax System
Snap’s engagement numbers are a reminder that it is first and foremost a chat app; that’s not great for advertising. Then, explaining the changes in the U.S. tax system through the lens of Apple, which is claiming credit that may not be entirely deserved.
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Facebook’s Motivations
The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.