Uber’s Bundles

Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.

Android-EU Follow-Up, Google’s Earnings, Facebook and the Stock Market

Follow-up on Google’s EU decision, and a reminder that Google really good for consumers. Then, Google’s strong quarterly results, and why the understanding Facebook’s strategic advantages may be divorces from their stock price.

The European Commission Versus Android

Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.