Social
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Cisco’s Results — and Future, Tencent’s Advertising Shift
Today’s update discusses how Cisco has seemingly responded to the threat of software-based networking, but why the future is more cloudy than outgoing CEO John Chambers thinks. Then, Tencent is slowly diversifying their business model, and it’s a big opportunity.
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Verizon-AOL, Facebook Instant Articles, and the Future of Digital Advertising
Two seemingly unrelated stores — Verizon buying AOL. and Facebook offering publishers the option of Instant Articles — are actually very much connected: advertising online is undergoing a fundamental shift, and while there will be a few big winners, there will be a lot more losers.
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Podcast: Exponent 044 – Up in the Clouds with Twitter
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode James and I discuss why Twitter needs new leadership, its massive potential, and why Google probably should acquire it Links Ben Thompson: Twitter Needs New Leadership – Stratechery Ben Thompson: Twitter’s Marketing Problem – Stratechery Ben Thompson: Facebook […]
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Twitter Needs New Leadership
Yesterday Twitter released very disappointing quarterly results, with misses on both user and revenue growth. From the Wall Street Journal: Twitter Inc. delivered its weakest quarterly revenue growth as a publicly traded company, casting a shadow on its fledgling advertising business, which until now has been a consistent bright spot. Investors, who sent the company’s […]
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Daily Update: Facebook Earnings, Google Launches Project Fi
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Twitter and What Might Have Been
Twitter’s blog is generally a cheery place, with one big exception from 2012: the innocuously named Changes Coming in Version 1.1 of the Twitter API, and in particular, the section called “Changes to the Developer Rules of the Road” that attempted to put the kibosh on 3rd-party Twitter clients:1 If you are building a Twitter […]
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Daily Update: Facebook’s Messenger Announcement, Other F8 Announcements, Apps Matter (and Facebook Knows It)
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Daily Update: Why Bill Gurley is Wrong About Facebook, YouTube’s Competition
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Daily Update: Nuzzel and the Unbundling of Twitter, Snapchat Valuation Rises, Medium and Custom Domains
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Daily Update: Miraculous Meerkat, GigaOm Goes Out of Business