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Latest Podcast

Articles

  • The Battle for the Home

    Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?

  • Data Factories

    Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside

  • Instagram’s CEO

    The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.

  • The European Union Versus the Internet

    The EU is back to regulating tech companies, and getting the Internet wrong in the process. That, though, helps illuminate an approach that could work.

  • The iPhone Franchise

    The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.

  • Uber’s Bundles

    Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.

  • Facebook’s Story Problem — and Opportunity

    Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.

  • Facebook Lenses

    Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic.

  • The European Commission Versus Android

    Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.

  • Intel and the Danger of Integration

    Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.