Rethinking the App Store

Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?

The Anti-Amazon Alliance

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

Yahoo and Tumblr, Alibaba IPO incoming, #AmazonCart

Good morning, Thanks for being subscribers! No site news, just on to the updates: Apple Retails and the Innovator’s Dilemma As Angela Ahrendts takes over Apple Retail, I explore why Apple Stores matter from a theoretical perspective. Link Yahoo and Tumblr It’s been a year since Yahoo acquired Tumblr, and the New York Times has […]

Yahoo, Tumblr, and the Signal-to-ads Cycle

Tumblr is worth far more to Yahoo than $1.1 billion, and worth far less as a standalone company. That makes this acquisition a win-win; Yahoo is buying three important parts of the signal-to-ads cycle, and Tumblr’s investors are getting a nice exit. There are three ways to improve advertising revenue: Sell more ads Sell more […]