Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.
The Senate hearing about Facebook was a bigger deal than it might have seemed, both because it happened and because of what was said.
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
The newest version of Stratechery.com: now explore the site via concept, company, or topic, or use dramatically improved search functionality. Plus, a new logo!
The Facebook brand is, due to Facebook’s strategic choices, about not respecting privacy. That is why the Cambridge Analytica story is such a problem for the company.
The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.
Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.