Apple and the Oak Tree

Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.

Microsoft’s Monopoly Hangover

There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.

Publishers and the Pursuit of the Past

The newspaper industry is seeking an antitrust provision to negotiate for a return to a world that is gone and never coming back; worse, it is an approach that could ruin publishing’s true future.

Ends, Means, and Antitrust

Google is a monopoly, and almost certainly a bad actor: shopping, though, is a terrible example that shows how regulators can go wrong.

Amazon’s New Customer

The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.

Podcasts, Analytics, and Centralization

The answer to podcast monetization is not analytics: it it true centralization, and it seems unlikely that Apple has it in them.

Apple’s Strengths and Weaknesses

Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.

Faceless Publishers

The missing piece when it comes to the future of media are faceless publishers. Vox Media’s deal with The Ringer shows the way.

Tulips, Myths, and Cryptocurrencies

Did you hear the one about the tulip bubble? It’s almost certainly a myth. It is myths, though, that explain why cryptocurrencies are here to stay.

Boring Google

Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.