Four Weddings & A Funeral | No Mercy / No Malice

The State of FANGEach of the FANG companies is in a similar position in their respective industries: they haven’t so much disrupted incumbents as they have subsumed them:Facebook: The late David Carr, who first broke the news about Facebook’s Instant Articles initiative back in 2014, worried that “media companies would essentially be serfs in a kin... See more

I think the core, critical sin was choosing the advertising model to begin with. Brand advertising is not like direct advertisement, which is more programmatic. It requires something like a Disney to essentially give you a favor, because the only players that matter to them are Google and Facebook. Snapchat, Twitter, everything else did not matter.... See more

Why is Twitter—our global public square where tastes are made, people canceled, and heads of state threaten each other with nuclear hellfire—worth so little a billionaire can scrape together the cash to outright buy it? How is it possible that the upstream media source to everything bought or voted on is worth a pittance compared to Google or Faceb... See more

Google goes sideways to up. Facebook sideways to down, as every lie they’ve told is a debt to the truth, and that debt is coming due. Libra is dead, and while they should be the primary platform at the epicenter of a vast state-sponsored virus tracing effort, they are not. It’s no accident the social media firm was excluded from Apple and Alphabet’... See more