Facebook’s Story Problem — and Opportunity

Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.

Facebook Lenses

Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic.

The European Commission Versus Android

Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.

Intel and the Danger of Integration

Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.

AT&T, Time Warner, and the Need for Neutrality

It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government’s poor case; the question is if a better case could have been made. What is ultimately needed, though, are new laws.

The Scooter Economy

Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners.

The Cost of Developers

Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.

The Bill Gates Line

Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.

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.

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.