The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
Microsoft is reportedly buying GitHub, which makes a lot of sense for both Microsoft and GitHub, and all GitHub users. Then, why the latest Facebook scandal is probably overblown.
Following up on The Bill Gates Line, applying it to Twitter, and then why Facebook portability is a bad idea.
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
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.
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators.
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.