Never-ending Niches

The Internet changed how media competes to focus and quality, but quality is defined by your niche.

Dust in the Light

The Internet ends gatekeepers and increases transparency, which has world-altering effects — both good and bad.

Platforms in an Aggregator World

Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.

Chips and Geopolitics

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.

The Anti-Amazon Alliance

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

The NBA and Microsoft

The NBA and Microsoft are announcing a new partnership. The news, some brief analysis, and an interview.

Coronavirus Clarity

The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.

Apple, Amazon, and Common Enemies

It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.