Tag: Facebook

Real Estate Tech<span class="badge-status" style="background:red">Premium</span> 

Real Estate TechPremium 

From Satellite Imagery to 3D Maps to Home Rentals to Smart Home Devices and More Companies mentioned in this report: Airbnb (private); Alarm.com (ALRM); Amazon (AMZN); Apple (AAPL); ARCHIBUS (private); Autodesk (ADSK); CoStar Group (CSGP); DigitalGlobe/ Maxar Technologies (MAXR); DocuSign (DOCU); EagleView (private); Ellie Mae (private); ESRI (private); Facebook (FB); Fidelity National Financial (FNF); Google … Continue reading Real Estate TechPremium 

In Zuck We Trust?

In Zuck We Trust?

Mark Zuckerberg does not trust his people. Facebook is a great example of a company that has lost its way as founder CEO Mark Zuckerberg increasingly exercises control over product decisions. Tightening control. It is difficult to fault Zuckerberg for tightening his grip on Facebook's strategic reins in the aftermath of the Cambridge Analytica scandal. … Continue reading In Zuck We Trust?

Supervoting Shares = Poor Corporate Governance

Supervoting Shares = Poor Corporate Governance

The SEC ought not allow companies to issue supervoting or non-voting shares -  a method companies use to enable founders to exercise control beyond their share ownership. To my knowledge it has only been a few, high profile Technology companies that have used this trick. Alphabet (tkr: GOOG) split its stock into three classes in … Continue reading Supervoting Shares = Poor Corporate Governance

Facebook – Things Will Get Worse Before They Get Better<span class="badge-status" style="background:red">Premium</span> 

Facebook – Things Will Get Worse Before They Get BetterPremium 

Things Will Get Worse for Facebook Before They Get Better. A Second Act Is Required. Our thesis is simple. User growth has slowed and in the recent June quarter declined. We expect this trend to continue in the near-term as the following factors negatively impact Facebook’s business. Declines in User Trust and Engagement: The Cambridge … Continue reading Facebook – Things Will Get Worse Before They Get BetterPremium 

Disruption – It’s the Punch You Don’t See that Hurts<span class="badge-status" style="background:red">Premium</span> 

Disruption – It’s the Punch You Don’t See that HurtsPremium 

Disruption Rarely Announces Its Arrival Ask Curtis Stevens - the gentleman who was knocked on his posterior by Gennady Golovkin in our header image - if he saw the punches coming.  Ask former Microsoft CEO Steve Ballmer if back in the early 2000's he knew SaaS/cloud-based service delivery models would dominate the software landscape.  Ask … Continue reading Disruption – It’s the Punch You Don’t See that HurtsPremium 

Technology News from the Week: June 25th 2018

Technology News from the Week: June 25th 2018

Technology news items that caught our attention this week: Waymo to launch robo-taxis in Europe: Link Phoenix AZ as petri dish for autonomous driving: Link Kroger is launching a fully driverless delivery service: Link In the “Service, Maintenance, Repair” category: the US Army is using machine learning to predict when combat vehicles need repair: Link … Continue reading Technology News from the Week: June 25th 2018

Facebook Collateral Damage

Facebook Collateral Damage

Facebook has removed access to legitimate applications such as Apply Magic Sauce due to the backlash from the Cambridge Analytica scandal. Unfortunately, when a negative event occurs the corporate response is typically one that overshoots and overcorrects, a ham-fisted approach (Hulk smash!) rather than a logical, methodical approach. Rather than take the time to educate … Continue reading Facebook Collateral Damage

The Facebook, Cambridge Analytica Uproar – Nothing New Here

The Facebook, Cambridge Analytica Uproar – Nothing New Here

The Facebook uproar - wow! I’m shocked that people are shocked. We put our lives online for the world to see – the temptation for nefarious actors to act is there. We can’t be surprised at the result. What happened? Facebook and UK-based Cambridge Analytica (“CA”) are at the eye of the storm. What occurred … Continue reading The Facebook, Cambridge Analytica Uproar – Nothing New Here