More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
On Exponent, the weekly podcast I host with James Allworth, we discuss Tech’s Two Philosophies. Listen to it here.
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators.
Microsoft’s Build keynote didn’t garner much attention, because there was nothing for consumers: that is exactly what made it so compelling.
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
On Exponent, the weekly podcast I host with James Allworth, we discuss Divine Discontent: Disruption’s Antidote. Listen to it here.
Apple’s earnings were less interesting than the expectations game. Facebook’s F8 conference, meanwhile, again cast Zuckerberg’s vision of technology in stark contrast to Steve Jobs. Plus, why Facebook Dating will likely flop.