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
We've tested a number of the P2P apps over the past several weeks and believe Venmo has the best-in-class user experience. A software executive warned me many years ago: "Don't underestimate the power of the GUI" ("GUI": Graphical User Interface). Venmo's near frictionless user experience combined with Facebook's social features give the application a "leg … Continue reading Social Payments or P2P on Steroids
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?
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