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  • Slack and the State of Technology at the End of 2015

    Slack has announced the Slack Platform. It’s an obvious move, but it’s the obviousness that indicates what a huge opportunity it is

  • A New Publishing Model…Maybe; Facebook Earnings, Facebook Sharing

    Follow-up on yesterday’s article on potential new publishing models, and then a discussion of Facebook earnings. Plus, a new reason skeptics have found to doubt the company.

  • Android > Chrome, LinkedIn’s Business Model Beats

    Android is reportedly going to subsume Chrome OS; I’m bummed but it’s probably the right decision (and no, that doesn’t mean iOS and OS X will merge). Plus, LinkedIn had another strong quarter, and their smart business model deserves the credit. Is there a lesson for Twitter and other consumer companies?

  • Twitter Follow-up, Nintendo’s Conundrum

    Some follow-up and clarification on yesterday’s piece on Twitter’s advertising business, plus a rumination on where exactly Nintendo is going as a company.

  • Twitter’s Opaque Earnings, Twitter’s Misaligned Advertising Business, Twitter’s New Ad

    Twitter’s earnings were concerning, and the explanation on the earnings call was opaque. What exactly is going on, and what is the company trying to hide?

  • Meituan-Dianping Merge in China, Facebook Messenger’s Business Model, Facebook and Teens

    China’s O2O market is in the consolidation phase, and the competition is fierce. That, though, helps highlight why an advertising business model is sometimes so attractive, like, for example, the one that Facebook has. Plus, why the “Facebook has a problem with teens” narrative really isn’t a big deal

  • Twitter Suspends Accounts Over GIFs, SnapChat Shuts Down Snap Channel, More on Moments

    Twitter suspended a couple of accounts for tweeting sports highlights GIFs. First a bit about the issue at hand, and then a bigger picture look at what this says about Moments, if anything. Then, Snapchat is getting out of original programming, which is a great sign. Finally, what the future of Moments should look like.

  • Twitter’s Moment

    Twitter has had a rough stretch, and most are pessimistic about its chances. I was previously, but I think the upside is looking much brighter than it did before this week.

  • The Facebook Epoch

    First came the PC, and on top of the PC the Internet. Then, mobile, but what will rule mobile?

  • Features and Networks, Tesla Model X Pricing Revealed, Consumer Reports and the Tesla P85D

    I linked to a piece yesterday suggesting that Twitter abandon the 140-character limit: do I agree? Or is that missing the point entirely? Then, the Internet goes nuts about the Model X price without taking the time to understand why it is so expensive; meanwhile the latest Model S shows that Tesla isn’t necessarily making cars.