Social
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The Week in Daily Updates (Week 1)
The content on Stratechery is free for all readers, but I also offer the Daily Update via email and RSS for $10 per month/$100 per year.1 This is a selection of items that were sent out in this week’s Daily Updates. To sign up, visit the Membership page Twitter Launches Ad Network (Posted on Monday, […]
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Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings
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Daily Email (2014-04-21): Social Platforms
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Face Is Not the Future
There is certain logic to any Facebook acquisition given the current stock price. The current market valuation of $156 billion implies significant revenue growth on an annual basis far greater than simply converting desktop revenue streams to mobile ones; if you assume the stock price will decrease in the future, then making largely stock-based purchases […]
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The Social Conglomerate
When news of the Facebook/WhatsApp deal broke, a lot of people gave me credit for being prescient: after all, I had just written 1,568 words on why messaging was mobile’s killer app. WhatsApp, though, was all but absent from the article, meriting but a single mention, and in parenthesis at that! Viber does have strong […]
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Messaging: Mobile’s Killer App
Messaging is a completely new kind of social networking that is uniquely enabled by mobile.
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Instagram Direct, Twitter DMs, and the Social/Communications Map
Instagram today announced Instagram Direct. From the Instagram blog:1 From a photo of your daily coffee to a sunrise shared from the top of a mountain hike, every Instagram moment contains something you find special—something you broadcast to your followers when you tap “share.” There are, however, moments in our lives that we want to […]
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The Social/Communications Map
I took another turn at my map of the social networking space I made for yesterday’s post The Multitudes of Social: I made a few changes: The primary change is relabeling the horizontal axis. Originally I had “Interest/Topic- Based” on the left, and “Real-life Relationship-Based” on the right, but as Victor Pope pointed out on […]
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The Multitudes of Social
Do I contradict myself? Very well then I contradict myself, (I am large, I contain multitudes.) – Walt Whitman, Song of Myself Last week Snapchat reportedly turned down a $3 billion dollar all-cash offer from Facebook. Apparently Facebook was worried about losing the teen demographic, or perhaps they were unnerved by the 350 million photos […]
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Facebook Acquires Onavo
Earlier this week Facebook acquired the mobile data analytics company Onavo. The original spin was that this was a great fit with Internet.org, given that Onavo’s apps are focused on monitoring data usage and maximizing the amount of data you get per kilobyte. Onavo said as much in their blog post announcing the acquisition: As […]