Stitch Fix and the Senate

Stitch Fix is a perfectly fine company that is a big startup success, in part because it paid attention to costs. It is very problematic that the Senate is threatening that, and potentially entrenching incumbents.

Apple at Its Best

Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.

Tech Goes to Washington

Facebook, Google, and Twitter testified before a Senate committee: it provided evidence of how tech prefers power over decentralization, even if it means regulation

Why Facebook Shouldn’t Be Allowed to Buy tbh

Facebook is acquiring tbh, another burgeoning social network; regulators erred in allowing the Instagram and WhatsApp acquisitions, but there is no better place to start enforcing the law than now.

Goodbye Gatekeepers

Harvey Weinstein was a gate-keeper — a position that existed in multiple industries, including the media. That entire structure, though, is untenable on the Internet, and that’s a good thing.

Google’s Search for the Sweet Spot

Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.

Trustworthy Networking

The problems Facebook are facing today are the result of running into the future without considering unintended consequences, much like Microsoft and the Internet. There are clear solutions for the ad problem, but the filter bubble issue is much more fraught.

Defining Aggregators

Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.

Books and Blogs

Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.

The Super-Aggregators and the Russians

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.