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Articles

  • A Framework for Regulating Content on the Internet

    Regulators need to stop blindly regulating “the Internet” and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.

  • Apple’s Services Event

    Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.

  • Where Warren’s Wrong

    Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.

  • Facebook’s Privacy Cake

    Mark Zuckerberg’s announcement of A Privacy-Focused Vision for Social Networking is not some dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators.

  • The Value Chain Constraint

    Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.

  • The Cost of Apple News

    Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.

  • Spotify’s Podcast Aggregation Play

    Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.

  • The BuzzFeed Lesson

    The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.

  • Netflix Flexes

    Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.

  • AWS, MongoDB, and the Economic Realities of Open Source

    Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.