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- Daily Update: Payments – Affirm, Amazon, and Facebook Messenger? ·
- Daily Update: Square Retrenching, Tencent Crushes Earnings, Cisco and the NSA ·
- Apple Retail and the Innovator's Dilemma ·
- Twitter's Marketing Problem ·
- The Problem with Payments ·
- Daily Email (2014-04-21): Social Platforms — Stratechery by Ben Thompson ·
- Box, Microsoft, and the Next Enterprise Platform ·
- Messaging: Mobile's Killer App ·
- Microsoft v Microsoft: The Strategic Conflict Between Services and Devices ·
- The Go-To-Market Challenges of B2D Companies ·
- Battle of the Box — Dropbox vs. Box: Consumer vs. Enterprise SaaS Strategy ·
- Business Models for 2014 ·
- Apple, China Mobile Sign Deal to Offer iPhone ·
- DataSift Raises $42 Million Series C to Accelerate Platform Growth and Expand Global Reach
- WSJ: Apple Finds Surprising Growth Market in Japan ·
- Apple hires Burberry CEO as SVP of Retail — Strategic implications for luxury positioning and market expansion ·
- Twitter Acquires MoPub — Strategic Analysis of Mobile Ad Infrastructure Consolidation ·
- Mobile Social Networks: The New Customer Acquisition Powerhouse ·
- Understanding Google: Vertical vs. Horizontal Business Models and Multi-Screen Strategy ·
- The Dropbox Opportunity ·
- The Data Behind Why Google's Play Is So Much Harder For Startups To Crack Than the iOS App Store ·
- Amazon Acquires Evi App: Building an AI-Powered Voice Commerce Strategy ·
- Facebook's Video Advertising Strategy and Mobile Monetization Challenges ·
- A Startup's Three Visions ·
- A Startup's Three Visions ·