Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
October 2020
IBM Splits, IBM Skepticism, IBM and Antitrust
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
Facebook’s Missing Monopoly, Facebook Takes Down QAnon, Facebook Versus Turkey
Calling Facebook a monopoly in the antitrust sense doesn’t make any sense, because digital goods aren’t a zero-sum game. Facebook, though, is increasingly American in the way it operates.
Anti-Monopoly vs. Antitrust
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.
Amazon’s Hardware Event, Ring and Tesla, Luna
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.