Amazon.com wants to eff up the streaming music business the way it has almost every other business it has entered. Their “business” model when they enter a new market is not too focused on such …
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Last night on CNBC’s Fast Money we discussed Facebook’s launch of their Marketplace feature, think internal Ebay: As Julia Boorstin reported, the Marketplace had a gaff at launch by not having a filter set for …
Continue readingYesterday, CEO of SpaceX, Tesla (TSLA) and Chairman of SolarCity (SCTY) Elon Musk laid out his plans to bring humans to Mars in the next decade and to eventually colonize the red planet. Here is …
Continue readingOn September 13th in this space (The Silicon Stock Exchange) I had some thoughts on private tech market valuations: For the first time in a very long time (or at-least in the modern investment era) …
Continue readingAdobe (ADBE) reports tonight after the close. The options market is implying about a 4% one day move tomorrow, which is rich to the 4 qtr average one day post earnings move of 3.5%. The …
Continue readingI want to hit a few things on my radar this morning… First things first, Apple iPhone 7 pre-order sales. I think it is safe to say that the stock’s nearly 10% gains since Monday’s …
Continue readingLast week Kara Swisher of Recode sat down for her weekly Recode Decode podcast with venture capitalist Bill Gurley of Benchmark (early Uber investor and board member). Listen here, I have 2x: There is a …
Continue readingThere is little doubt that Salesforce.com (CRM) has been a pioneer of one of the largest secular shifts in enterprise computing in decades, and is helmed by a guy who has the potential to be the next …
Continue readingI’ve written about Netflix (NFLX) on a few occasions of late (here, here and here), and while the subscription growth (or lack thereof in Q2) reported in July was disappointing, the M&A environment we find ourselves in makes …
Continue readingLast night Salesforce.com (CRM) reported fiscal Q2 results that were generally inline. They guided the current quarter down a touch, and left full year guidance intact. The stock was down 8% last night in the …
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