How could you radically remake Facebook into a mobile company? Make it a subsidiary of Instagram with Kevin Systrom running it.
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Marissa Mayer's only been on the job for 2 and a half months. Let's give her a chance to prove herself.
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My chat with @tomkeene & @scarletfu this morning about $RIMM and $YHOO
[Long YHOO]
Facebook might have just hit its MySpace moment in coolness, passed on the way up by Twitter. As coolness goes, so goes, users, revenues and profits.
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I’ve mentioned Songza in the last few months in these posts. It’s my favorite mobile music app at the moment for its expert curation of different music moods that I often like to listen to during the day. I discover a great number of new artists and songs because of it.
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Apple Maps isn't like MobileMe. It's like Siri. Both required a lot of user data and breaking Apple's "no beta" policy.
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No one is reporting that Eric Schmidt said overnight in Tokyo that Google would love to be Yahoo!'s search partner again.
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NEW YORK (TheStreet) - On Tuesday, Marissa Mayer is set to unveil her grand strategy for turning around Yahoo! (YHOO).
Turns out Steve Jobs wasn't a fan of Joe Nocera's opinion pieces in the Times. He certainly wouldn't have liked Saturday's.
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Ironfire Capital founder Eric Jackson talks about the impact of Friday's BlackBerry service outages
My chat with Macke about the coming Facebook head-fake:
My chat with Macke on why I love Twitter - and why Apple should buy it:
NEW YORK (TheStreet) -- On Monday in Real Money, I suggested that readers go long Yahoo!(YHOO) stock or short-term calls betting on a deal with Alibaba being announced by today. Instead, the deal got announced yesterday.
Read the full piece in TheStreet
Apple is not going to stop innovating after it comes out with its TV next year. Here are some ideas on what they might be working on next.
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My appearance this morning on CNBC about Apple:
[Long AAPL and YHOO]
Here's my appearance with Aaron Task on Yahoo! Finance about the new iPhone 5
[Long AAPL and YHOO]
Apple has made an almost perfect string of decisions since Steve Jobs returned to the company in the 90s. What are its 10 biggest mistakes over that time period?
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For all the bloggers who think Yahoo!'s culture is unfixable, I've got news for you, Marissa Mayer's already fixed it.
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Marissa Mayer is going to be bold in her actions in the next year at Yahoo! Here's what to expect.
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Here's my discussion with Deirdre Bolton on Bloomberg's Money Moves earlier today about what to expect out of today's Amazon announcement:
Katy Finneran of Bloomberg just tweeted that “Twitter’s 2012 mobile ad revenue exceeds Facebook‘s 2012 mobile ad revenue, $129.7 million to $72.7 million.” These numbers are eMarketer.
That’s huge news. It essentially means that Twitter is now a bigger company than Facebook. Here’s why.
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My appearance on CNBC today discussing $AMZN $NFLX $CSTR $VZ
NEW YORK (TheStreet) -- Andrew Ross Sorkin set off a firestorm in the tech blogosphere/echo chamber earlier this week with his New York Times' DealBook column asserting that Facebook(FB_) CFO, David Ebersman, was most responsible for Facebook's debacle of an IPO three months ago.
Well, the Facebook apologists have got their backs up on that one.
