Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.
The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
WPP is dealing with not only a changing advertising industry but a changing world, thanks to the Internet. Antitrust needs to change as well.
Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.
Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.
Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.