More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
Publishers are in ever more trouble, thanks to the GDPR. It increasingly seems like Facebook and Google are the inevitable saviors, for better or worse.
Spotify debuts, and I really want to be bullish, but it’s hard. Then, Trump might have a point about Amazon, but it’s moot: the company should be defended.