Techmeme
May 4, 2014, 5:40 PM

Top News

Fred Wilson / AVC:
Square and Box are trapped by their high valuations, burn rates, and a disappearing IPO market  —  The Valuation Trap  —  There is a long article on Square and Box in TechCrunch this weekend.  I am not sold on the arguments the author makes about the commodity nature of both products.
Danny Crichton / TechCrunch:
With IPO Hopes Fading, Square And Box Face Reality Of Commodity Products  —  Square and Box would seem to be the very epitome of every startup founder's dream of reaching the pinnacle of entrepreneurial success.  Take a kernel of an idea and turn it into a massive, multi-billion-dollar company that publicly debuts in an IPO.
Will Oremus / Slate:
Twitter isn't dying: active users and timeline views don't capture the platform's vast reach  —  Twitter Is Not Dying  —  Well, that's it folks: Twitter is dead.  It had a good flight.  A short flight, but a noisy one.  Sadly, it is now headed the way of Flappy Bird.
Ben Thompson / stratechery:
Twitter's problem: the initial idea was so great that they never needed to learn their market  —  Twitter's Marketing Problem  —  Twitter's unconventional path is well-documented at this point.  From failed podcasting company to playground sketch (actually, probably not) …
Mike Isaac / Re/code:
Facebook Woos Mobile Developers, but Is It Too Late?  —  Not so long ago, the key to building a successful app business required piggybacking on an existing big network like Facebook.  —  But relying on Facebook for your paycheck also meant being subject to the whims of Facebook CEO Mark Zuckerberg.
Tweets: @bokardo
TechCrunch:
Everything Facebook Launched At f8 And Why  —  This year's f8 didn't see comedian Andy Sandberg bumbling around on stage parodying Mark Zuckerberg.  And that was smart, because Facebook is no joke to the millions of developers that earn their livelihoods on the social network.
Kim Zetter / Wired:
Cops who use Vigilant's vehicle tracking system must agree to secrecy TOS  —  Cops Must Swear Silence to Access Vehicle Tracking System  —  It's no secret that police departments around the country are deploying automated license plate readers to build massive databases to identify the location of vehicles.
More: Techdirt and Ars Technica.  Tweets: @ashk4n
Jason Del Rey / Re/code:
PayPal's Strategy Exec: I Quit Before Twitter Tirade  —  Rakesh “Rocky” Agrawal, the PayPal strategy exec who unleashed on a couple of coworkers in a late-night Twitter rant earlier this weekend, said in a tweet on Sunday morning that he had resigned from the payments giant before his tirade.
Farhad Manjoo / New York Times:
Alibaba I.P.O. May Unleash Global Fight Over Users  —  The largest technology stock offering in history is looming, but few in Silicon Valley seem to care.  —  The initial public offering expected soon in the United States by Alibaba Group Holding, China's largest e-commerce company …
Tweets: @hkanji and @jonrussell
Ina Fried / Re/code:
Jury Finds Samsung Phones Infringe on Several Apple Patents, Awards $119.6 Million  —  A federal jury ruled Friday that Samsung infringed on at least one of the patents that Apple had sued over in its latest patent case.  —  The jury found all accused Samsung phones infringed on the first patent at issue …

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Earlier Picks

Emil Protalinski / The Next Web:
Cynthia Littleton / Variety: