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.
There is a lot of news about the Chinese travel space, particularly Ctrip’s acquisition of Skyscanner, but given the nature of travel it is news that resonates globally.
Airbnb is raising money, and if you view them as an OTA competitors, the valuation makes sense. Still, the company needs to address its externalities problem, and hotels could help.
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.