The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Airbnb is eliminating fees for guests, a change that is both overdue and also additional evidence that the company has been moving too slowly to secure its Aggregator position.
Airbnb has acquired Hotel Tonight, three years too late. The question is whether Airbnb wants to own a subset of the travel market, or the whole thing — and abandon its view of itself.
Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)
Aggregators succeed by being the best at doing the jobs consumers want done.
Two Supreme Court decisions have an impact on tech: first, states can collect sales taxes on e-commerce, and second, the burden of proof for antitrust just got higher.
A bit more on Spotify, and then the lessons to be learned by Uber and Spotify. Plus, a potential Uber-Waymo partnership, and why they company will likely sell-out in Southeast Asia.
Catching up on a story that intrigues (Airbnb), a story that raises eyebrows (Apple), and another that seems to have finally reached its conclusion (Uber’s board disfunction)
Opposition to Airbnb is often chalked up to regulatory capture, but it’s not clear that is the case, as illustrated by both the FCC and Uber.
Airbnb CEO Brian Chesky had a Twitter Q&A on Christmas, which is a terrible idea for product development but an interesting insight into the power Airbnb derives from owning users. Might that be applied to flights? Then, more on Apple and China.