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尹思哲

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ben thompson

Microsoft, Slack, Zoom, and the SaaS Opportunity

It is difficult to discuss enterprise software without at least mentioning Microsoft, and there is no better time than now: last week the company (briefly) became the third U.S.

Read more: http://bit.ly/2PEVKWh

Uber Questions

Over the course of Uber’s remarkable rise — very significant stumbles along the way notwithstanding — it has been more prudent to defend the company’s valuation than to question it.

Read more: http://bit.ly/2XBp8PO

Exponent Podcast: YouTube and the End of Friction

On Exponent, the weekly podcast I host with James Allworth, we discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Listen to it here.

Read more: http://bit.ly/2U1gPdQ

Lyft’s Biggest IPO Winners

If Lyft completes its initial public offering on Friday, as is expected, it will cap a 12-year journey for the ride-hailing firm’s founders and investors, some of whom had more conviction than others about its ability to survive. Now, those who remained steadfast are about to be rewarded.

Read more: http://bit.ly/2OxVzvi

Apple’s Social Network

While the saying goes that “No news is good news,” in the case of Apple it turns out that “News about no news is bad news.” From Bloomberg: Apple Inc. shares had their worst day since 2014 amid concerns that growth in its powerhouse product, the iPhone, is slowing.

Read more: http://bit.ly/2PabMKC

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