The market for consumer productivity apps, which spurred companies like Dropbox and Evernote to multi-billion-dollar valuations, has proven to be mostly a mirage. Businesses are increasingly happy to buy software for their employees; people are often loath to buy software for themselves. And for all it did right, Mailbox never became anything more ... See more
Acquisitions: The company has used M&A as an important growth tool. As per Ben Thompson’s about their Slack acquisition, “the fact that the company “buys growth” is often held up as a criticism, but the truth is
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