Person at @theinformation. Formerly WSJ. Fan of Internet. Snapchat: efratiamir Read my coverage here:

Confidential Data Question Cyanogen’s User Figures — Newly revealed internal data from Cyanogen, a closely-watched startup trying to make an alternative version of Android, undercut the company's longstanding pronouncement that there are tens of millions of users of a smartphone operating system it distributes.Cyanogen CEO Kirt McMaster said as of ...

Network Streaming Apps Fight for Slice — More than a year after HBO kicked off a race among big media companies to go direct to consumers online, many of the new services are hovering around the million-subscriber mark. That suggests these services are far from a solution for media companies grappling with cord-cutting.At the high end, ...

Google’s Greene Recruits Outsiders for Cloud Army — It has been nearly nine months since Google hired veteran Silicon Valley executive Diane Greene to run its cloud business. Aside from a few customer wins, the announcement of new cloud data centers, and the introduction of new machine learning tools for developers, this time has passed without ...

Snapchat to Buy Vurb for More Than $100 million — Snapchat is tiptoeing into search.The company is acquiring recommendation app Vurb for around $110 million plus additional team retention payouts totaling nearly as much, according to a person familiar with the deal.

Tesla Lost its Maps Leader — Bill Chen, who was leading maps and navigation engineering efforts at Tesla Motors, has left the company after nearly two years. Tesla and Mr. Chen confirmed his departure but declined further comment.Mapping practitioners who have worked with Mr. Chen view the move as a negative sign for Tesla' ...

U.S. Private Tech Shares Hit Chinese Social Media — Unity Technologies, maker of Pokemon Go's game engine, raised a series C round last month, around the time Pokemon Go had started a sensation among gamers. Within weeks, pitches for Unity shares available on the secondary market started moving across China's most popular messaging app. A WeChat ...

The Information You Missed This Week

The Information’s 411 - Happy Ecosystem — Amir dives deep on LeEco to explain how the Chinese company works and what its plans are. Kevin makes his first appearance on the show to talk about Meg Whitman and the future of HPE.

Lyft Rebuffs Acquisition Approach from GM — General Motors in recent weeks told Lyft it was interested in acquiring the company, according to a person briefed on the situation. After soliciting other potential strategic acquirers, Lyft rebuffed GM's approach and decided to raise a new funding round instead, according to two people.GM ...

How Walmart Can Play Amazon’s Game — It's Steve here, filling in for Jessica who's on vacation. Walmart's $3.3 billion purchase of has prompted debate about whether the deal is a sign that Jet failed or not. A more interesting question is the impact Jet CEO Marc Lore will have on, which he's taking over.
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Aug 26, 2016

@vrajeshio @BenedictEvans I’d change that slightly: Apple makes money by making the iPhone indispensable.

Aug 25, 2016

@anshublog The first is more important here. Both companies have network effects, albeit not equally.

Aug 25, 2016

If Lyft, with 15% U.S. market share, burns up to $50M/mo., then Uber, with 85% share, losing $33M/mo. in Q2 in U.S. is remarkably low.

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