Issue No. 213: One media group went all-in on commerce. 🙀

One could imagine the potential for similar deals with other e-commerce platforms such as BigCommerce or perhaps marketplaces like Etsy. Kaufman joined BuzzFeed last year when the company acquired his e-commerce startup Scroll. He previously founded and ran an invention startup called Quirky, which has struggled, and also started the successful smartphone accessory company Mophie. Kaufman reports directly to BuzzFeed CEO Jonah Peretti.

Graphic of the Week

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See more of the issue here.

Issue No. 188: Will Snap Pop? A lot of coverage here.

Last Word: Will Snap Succeed? Ben Thompson addresses:

Snap’s bet is that Facebook, with all of the baggage of putting your best self forward, will never be truly able to step into this brave new future. No, capturing that future won’t be as simple as re-making the connections you already have — new users will need to be won, feature by feature and innovation by innovation — but that is exactly what Snap insists it does better than anyone else.

So will Snap succeed?

The trouble for the company is that some of the conditions necessary for its success are out of its hands: on a macro level, the timing of The Great Unbundling, an important aspect of advertising moving away from TV, is as uncertain as ever. On a competitive level I suspect Snap is more surprised than anyone at how effectively Facebook has leveraged Instagram to foreclose Snapchat’s growth.

I do, though, have faith in Snap itself: Spiegel and team are the most innovative in tech, brilliantly laddering up to new opportunities, and creating new markets. The products will be great; we’ve known for 30 years, though, that that is not always enough.

See more of the issue here.

Issue No. 113: Warby Parker’s video game, retail’s future, USPS’s resurgence, the death of SEARS.

Graphic of The week: In light of Apple’s pivot to service-based revenue

bii apple revenue by product 3q17

A few notes on the charts above:

  • Before 2000 Apple didn’t report revenue from Other Products or Services, so it is possible that the share of Macs in those years is overstated in the top chart
  • In 2004 Apple changed from reporting sales of 4 different categories of Macs to 2 categories: portables and desktops
  • In 2012 Apple consolidated all Macs into a single category for reporting purposes
  • In 2015 sales of iPods were so low that Apple included iPods in Other Products rather than as a separate segment. It appears likely that this will continue in future years

See more of the issue here.