Opendoor’s results suggest that the problem in the home-buying market was unique to Zillow’s lack of expertise, not the model
Zillow Shuts Down Offers; Where Zillow Went Wrong; Reflecting on Zillow, Aggregation, and Integration
Zillow is ending Zillow Offers; where did the company go wrong, and what my initial analysis got right, and what I missed.
Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy
Zillow’s halt in buying new homes is a reminder that core competency can out-compete an Aggregator’s advantage; then, feedback on crypto and energy.
Shopify Follow-up, Defining Definitions, OpenDoor Partners with Redfin
More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.
Zillow Changes CEOs, An Interview with Zillow CEO Rich Barton
Zillow has changed CEOs, which makes sense given the change in the company’s business model. Then, an interview with new CEO and Zillow co-founder Rich Barton.
Zillow, Aggregation, and Integration
Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.
Roku’s IPO and Origin Story, Netflix Versus Roku and the Conservation of Attractive Profits, “Weak” Aggregators
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
Uber in London: A Correction, Books and Blogs Revisited, More Aggregators
A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.
Opendoor: A Startup Worth Emulating
OpenDoor has a unique yet high-risk approach to residential real estate; that’s a great thing, both for its prospects and for society.
Daily Update: Zillow Acquires Trulia, Samsung Delays Tizen Again, China Investigating Microsoft
Good morning, Tech is amazing: after doing more of a thematic Daily Update yesterday, I now feel behind on everything that is happening. And it’s late July! One more bit of followup though on media and authority: I thought it was interesting to see Nate Silver complain about the attention the New York Times wasReading […]