More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
The Moat Map
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
Exponent Podcast: Two By Twos
On Exponent, the weekly podcast I host with James Allworth, we discuss Tech’s Two Philosophies. Listen to it here.
Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart
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.
Tech’s Two Philosophies
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, Microsoft and IBM, Microsoft’s Realism
Microsoft’s Build keynote didn’t garner much attention, because there was nothing for consumers: that is exactly what made it so compelling.
Spotify Earnings, Spotify’s Free Plan and Hulu Partnership, Snap Earnings
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
Exponent Podcast: Round Numbers
On Exponent, the weekly podcast I host with James Allworth, we discuss Divine Discontent: Disruption’s Antidote. Listen to it here.
Apple Earnings, Facebook’s F8 Keynote, Facebook Dating
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.