Email Addresses and Razor Blades

The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

Facebook’s Platform Opportunity

Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.

Casper Files for IPO, Casper’s Business, Spotify Ad Targeting

Casper is a tech-enabled company, but so are its many competitors. Trying to win with brand is difficult in a market defined by infrequent purchases. Spotify, meanwhile, is seeking to expand the podcasting market beyond companies like Casper.

The Google Squeeze

Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.

Shopify and the Power of Platforms

It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.

Tech and Antitrust

A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.