On Exponent, the weekly podcast I host with James Allworth, we discuss Ends, Means, and Antitrust. Listen to it here.
Leaving aside whether or not the European Commission decision is justifiable, it has been made, and Google has a big problem on its hands. Then, five stories in brief on Amazon, Ransomware, Blue Apron, Nintendo, and car rental companies.
Google is a monopoly, and almost certainly a bad actor: shopping, though, is a terrible example that shows how regulators can go wrong.
A salute to Danny Sullivan, then a note on the Justin Caldbeck affair: he must be held accountable, but so must his enablers. Then, the changing structure of the car industry.
Mark Zuckerberg may be acting like a politician, but I highly doubt he is running for President. Then, Google will be fined by the EU, and Amazon launched Prime Wardrobe
On Exponent, the weekly podcast I host with James Allworth, we discuss Amazon’s New Customer. Listen to it here.
Bill Gurley ultimately believes in the Uber idea, and it probably cost both Kalanick and him their jobs. Then, why it’s a problem that Uber is adding tipping, plus the news that Chris Lattner is leaving Tesla.
Travis Kalanick has resigned. His downfall came from a dangerous delusion that forgot what Uber represented; the way forward is about remembering.
Acquisitions that make sense involve network effects; that is why the long-term future of antitrust is about network analysis (not that it will affect this deal). Plus, John Mackey’s pragmatic fit with Amazon.
The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.