Facebook, Phones, and Phonebooks

There are two types of social networks, and Facebook wants to be both. The problem is that the company already chose public sharing over private communication.

Snapchat’s Ladder

Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.

Instagram’s Algorithmic Feed, Apple and the Cloud, Microsoft and Okta

Instagram is changing the feed, and even though users say they don’t like it it’s the right decision. Plus, why Snapchat may be a threat. Then, two pieces of news about Apple and the cloud, both good and bad. Plus, Microsoft is still competitive, and rightly so.

Amazon Echo Expands, The Nest Failure, Microsoft and Slack

There are a lot of useful lessons to draw from Amazon Echo’s early success, particularly when placed in contrast to Google’s Nest. Microsoft should pay heed if in fact they had a chance to buy Slack.

Voters Decide Follow-up, Slack Raising Money, Quitting Slack

Follow up on my article about Aggregation Theory and politics, and then a discussion of the import of Slack’s latest fundraising and why “Quitting Slack” stories aren’t representative.

Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India

Twitter’s earnings had good and bad parts, and one big red flag. More interesting was the company’s decision to retrench and own “live.” Then, how Facebook and Marc Andreessen managed to screw up so badly.

The Reality of Missing Out

Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.