2019
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Changes at HBO, AT&T’s Strategic Rationale, HBO’s Differentiation
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
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Exponent Podcast: Valuing Value Chains
On Exponent, the weekly podcast I host with James Allworth, we discuss The Value Chain Constraint. Listen to it here.
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Box Earnings, Box’s Microsoft Problem, Dropbox Earnings
Box’s earnings are being framed in the context of Dropbox, but the real competitor is Microsoft. Dropbox, meanwhile, is charting a different path.
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The AWS Question, Facebook and Unity, HoloLens 2
How Amazon’s success with AWS make sense in the context of The Value Chain Constraint, and why Oculus and Facebook do not. Plus, why Microsoft’s approach to HoloLens 2 makes sense.
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The Value Chain Constraint
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
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Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles
Walmart’s earning suggest that the company’s online grocery business is doing well, even while Amazon struggles. This is not a surprise, given the two companies points of integration.
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An Update on the Battle for the Home, Apple’s Strategy Credit — and Tax, The Data Strategy Credit
An update on the Battle for the Home, and why Apple’s hesitance around data is both a credit and a tax — and the opposite for Google.
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Amazon Abandons New York, The Upside of Amazon’s Decision, Waymo and Disruption
Amazon is abandoning to New York, and everyone is a loser, at least in the short term. There may, though, be upside in the lessons learned. Then, a truly excellent article about why Google may be approaching self-driving cars all wrong.
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Exponent Podcast: Publishers vs Apple News
On Exponent, the weekly podcast I host with James Allworth, we discuss The Cost of Apple News. Listen to it here.