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.

Everything is Changing; So Should Antitrust

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’s New CEO

Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.

Disney’s Choice

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.

The Uber Dilemma

Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.