Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Ben Thompson
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.
Amazon One, How Amazon One Works, Good or Bad Idea?
Amazon announces Amazon One: how does it work, and is the underlying technology a good idea?
Coinbase’s Clarification, Spotify and Joe Rogan, A Framework for Politicization
Coinbase and Spotify are both grappling with political questions, which is something all companies should prepare for.
Widgetsmith, Apple’s Curation, Google’s Reported Clampdown
The story of Widgetsmith, why Apple doesn’t have to worry about curation, and why Google is happy to follow along.
More Facebook Leaks, The Problem With Groups, The Substack Moment
More Facebook leaks, which show both the upside and downside of Mark Zuckerberg’s control; then, Substack is gaining famous writers, but its success will rest with whoever is next.