Articles

  • 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.


  • WannaCry About Business Models

    WannaCry is yet another systematic breakdown in security: the blame, though, is less with Microsoft and end users — nor the government — but rather a mismatched business model.