Antitrust Politics

Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.

India, Jio, and the Four Internets

There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.

Apple and Facebook

Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.

Never-ending Niches

The Internet changed how media competes to focus and quality, but quality is defined by your niche.

Platforms in an Aggregator World

Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.

Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime

An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.