Social
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Snapchat Spectacles and the Future of Wearables
Creating the future is not just about technology but about creating markets. Right now Snapchat is doing that as well as anyone, which bodes well for Spectacles (but don’t count out Apple).
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Is AWS a Commodity?, Chat App Updates: WeChat, Facebook, and Google
The conventional wisdom is that AWS is a commodity, but that only makes sense in the context of the old world. Then, Google tries to catch up to Facebook which tries to catch up to WeChat which is leaping ahead.
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Facebook Versus the Media
Facebook is in trouble with the media again, guilty of stupidity by apathy. Still, the media itself hasn’t exactly caught up with the reality of the Internet.
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Twitter to Sell?, Twitter’s Paradoxes, Whither Google?
Twitter is caught in three paradoxes that make the company nearly impossible to sell, even if that is exactly what needs to happen
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The Audacity of Copying Well
Instagram copied Snapchat, and that’s a good thing: differentiation is about far more than features, and this is Facebook’s best shot at holding off Snapchat.
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Softbank Buys ARM; Taylor, Kanye, Kim, and Twitter
Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.
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Snapchat’s Facebook Moment, China Cracks Down on Apps and Social Networks
A quick follow-up on Tesla, where Elon Musk continues to demonstrate how not to win the battle over self-driving cars. Then, Snapchat is getting the Facebook treatment, some of it legitimate, and some of it not, and China is cracking down on apps and social networks
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Snapchat’s Advertising API, Snapchat Versus Facebook, Offline Tracking
The biggest news of the week was likely Snapchat’s announcement of an advertising API: how was it introduced, what is it, and how will it affect Facebook? Plus, Snapchat joins Facebook and Google in tracking brick-and-mortar visits.
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WWDC Preview; Line Files for IPO; Yahoo, Twitter, Snapchat and Messaging
Apple’s services messaging is the most important part of WWDC, plus LINE is about to IPO and the challenges of messaging
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Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016
An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.