The democratization of information in the Internet age and clickbait as a business model
Why clickbait journalism will dominate news information on the free Internet
Sign in
Sign in
Recover your password.
A password will be e-mailed to you.
Browsing Tag
Internet
A deeper dive into Apple’s quarterly earnings report
It was a good quarter from Apple. But earnings growth was flattered by stock buybacks. There are a lot of growth opportunities though.
A few comments about Amazon’s earnings report
The big problem with Amazon is valuation. It's hard to justify paying 90x this quarter's earnings for a company that is as mature as Amazon is, irrespective of the top-line growth.
Slowing growth at Facebook and the EU and the US vs China
Economic news yesterday was dominated by the Facebook revenue warning and an EU-US trade summit in Washington.
Earnings season, TMT consolidation and the threat of FAANG
The threat of technology is most acute in the TMT spaces because these are pure information industries where the Internet upends incumbent business models. So it is interesting to see how well the sector is doing during earnings season. In…
Cable companies now under competitive threat, beginning to hemorrhage customers
A new study just released by eMarketer projects that US cable companies will 33 million customers this year, up from a loss of 24.9 million a year ago.
The deflationary impact of the Internet on incumbent business models
The Internet is a destroyer of margins for incumbent business models based on an analogue world. Here's why.
The Internet as a disrupter on data, audio and video platforms
For disruption, data size matters. It matters in terms of data transfer and media streaming speeds. And it also matters in terms of storage capacity.
Suspension of disbelief is critical to process data
People have a bias toward belief. And in the virtual world where the Internet dominates news sources, this has big consequences.
The Internet is for data
Internet is for data. Aside from emailing people, the whole purpose of using the Internet is to sift through data and find the piece of data you want: the lowest price, the funniest video, the best movie. So a service provider, the more…