T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.
On Exponent, the weekly podcast I host with James Allworth, we discuss Zillow, Aggregation, and Integration. Listen to it here.
A follow-up to Open, Closed, and Privacy, then multiple notes on Facebook’s earnings: the company’s executives sounded confident, and they should be.
Just as encryption is only viable on closed systems, so it is that increased privacy regulations will only entrench walled gardens. That should affect thinking on regulation.
Google’s Earnings show rapidly rising expenses, which makes sense as the company seeks to grow outside of its core competency. Plus, why even Google is often better off investing instead of expanding.
Google’s announced Chat, which is not a new messaging service but the adoption of a new messaging protocol to replace SMS. It’s not an ideal outcome, but the only possible one.
Netflix’s earnings are a reminder of the power that comes from not just aggregation but also integration. It also reveals that Aggregators are more likely to gain economic power when suppliers are already modularized. Plus, Netflix and Comcast start to build the new bundle.
The U.S. government banned companies from selling to ZTE for issues unrelated to the current trade war; that may not much matter, and Apple and other U.S. tech companies could soon feel the pain.
Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.
On Exponent, the weekly podcast I host with James Allworth, we discuss The Facebook Current. Listen to it here.