Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.
Uber is losing its London license, pending appeal: whether or not the company gets it back is a test of the company’s long-term viability. Plus, why Facebook has to realize that facts are not enough.
Google has made a rather odd deal with HTC — basically an acquihire. What are the two company’s motivations? Then, Apple Watch news and reviews, and a smartphone-related acquisition that is actually more important than Google’s.
Toys ‘R’ Us went bankrupt because of debt, not e-commerce; that said, debt was a problem because private equity didn’t consider e-commerce. Then, Twitter gives good news and bad news.
The GDPR will hurt Google and Facebook; it will hurt their competitors far more, which means the position of the two biggest digital ad companies will actually be strengthened. Then, why data portability won’t help build the next social network.
Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.
The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.