Twitter is in middle of a tumultuous time as a company. It is in play, thanks to an offer Elon Musk. It is a company that has underperformed as a business. It has anemic new user growth. The revenue targets are optimistic. Does Twitter have the right captain to navigate the company through the stormy seas. Is the CEO Parag Agarwal, who replaced Jack Dorsey, the man for the job? Continue reading Musk or Not, Twitter CEO Needs To Go
Sitting inside my concrete cocoon, mid-way between the soaring blue sky and the shaded San Francisco side street, I can see the blue waters of the San Francisco bay. It all looks and feels quite normal. The temperate morning with the occasional waft of chilly air reminds me of my good fortune to live in … Continue reading Out of water
Square, the other company, started by Jack Dorsey, recently announced that it is buying Afterpay, a Buy Now Pay Later (BNPL) company, for a whopping $29 billion. The BNPL category is hot. Max Levchin’s Affirm has gone public. Klarna, the emerging fintech giant from Sweden, has an offering. And even Apple is getting into the game. … Continue reading The Sad Truth of Buy Now Pay Later Services
Christmas came in March for Tidal, the increasingly irrelevant, money-losing music streaming service, and Jay-Z misadventure. Square, the digital finance company co-founded and led by Jack Dorsey, will pay nearly $300 million and acquire a majority stake in the company. But why, would Square do this? It’s a bit of a head-scratcher. One could argue … Continue reading Is Tidal worth Jack?
Ever since Twitter unveiled its new Fleets, I’ve been mulling over the company’s future. What can they do that’s uniquely their own? How can they take advantage of their past and present in a way that builds a better future? Needless to say, Fleets — a watered-down version of a content-sharing format introduced by Snap … Continue reading What Twitter Can Learn From Spotify
This isn’t the first time I have written about the dichotomy of technology. We are often caught between convenience and consequences. Some of the consequences are of our own making. But often, there is a lack of understanding on the part of technology companies, especially platforms that have replaced our traditional spaces — Twitter, Instagram, … Continue reading Tech and the inevitable unintended consequences
No matter what Jack Dorsey (CEO, Twitter) says, he is going to come under criticism. While some of it is justified, but a lot of hyperventilation in the media is because the press is in a compensatory mode. After having championed Facebook, Twitter and others as saviors, a decade later everyone is waking up with … Continue reading When Jack (Dorsey) met Mark (Zuckerberg)
Six years ago, when Jack Dorsey announced his second company, Square, we sat down and talked not about the product but the moral imperative behind the company. “We went through the whole payments process and worked on designing a brand-new (person-to-person) payment system,” he said. In several subsequent conversations, private and public, that discussion continued … Continue reading Hip to be Square
Comedians use #hashtags as part of their standup routines. Companies have made #hashtags part of their marketing campaigns. Content companies use #hashtags for events and of course, Square has made #hashtags literally money! I was talking to Scott Beale about the ghost of the web past, when Square announced $Cashtags, which is essentially a unique identifier that enables anyone … Continue reading I’ll HashTag That!