Social
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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.
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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.
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Why I Stand by Peak Google, Amazon is Fine, More Amazon Stores?
Google had great earnings again, and was briefly the most valuable company in the world. That doesn’t change my opinions in Peak Google. Then, Amazon lost the expectations game, but the underlying business continues to look great. Plus, a theory about those rumored Amazon stores.
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Facebook Earnings, Five Facebook Facts, Additional Facebook Observations
Facebook earnings were once again impressive: they have a killer market, but the company continues to execute fantastically, particularly on the business side.
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How Facebook Squashed Twitter
Twitter uncovered the most powerful format in mobile back in 2006: the feed. But, in 2009, Facebook went algorithmic while Twitter remained to hard to use. Now, it’s almost certainly too late.
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SideCar’s “Innovation”, Facebook Stadium and Twitter’s Conundrum, Tidbits
SideCar feels that Uber was unfair, but the truth is the company didn’t understand that product matters more than technical expertise. Plus, why Twitter doesn’t have an natural acquirers, and several other tidbits from this week.
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WhatsApp Drops Subscription Fee, Messaging’s Monetization Potential, GM Acquires Sidecar Remnants
WhatsApp unsurprisingly dropped their subscription fee and, paradoxically, increased the services value. There are much better ways to monetize messaging. Plus, why it doesn’t matter what car makers do.
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Twitter 10,000, The Problem with Links, The Business of Expanded Tweets
News leaked yesterday about Twitter’s plans to allow expanded tweets, something that was seemingly confirmed by Jack Dorsey. This is a move that is only natural, but the business implications are perhaps deeper than people have considered.
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The Big 5 Year in Review: Apple, Google, Microsoft, Amazon, and Facebook
A year-end review of tech’s five most important companies.
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Slack Follow-up, The WeChat Platform, Uber and Facebook Messenger
More on Slack’s platform opportunity, which can be compared to what WeChat has already accomplished in China. That said, the fact way that China is truly mobile-first means that it’s likely that no one — including Facebook Messenger — will fully imitate WeChat’s model.