Where Warren’s Wrong

Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.

The Value Chain Constraint

Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.

The Cost of Apple News

Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.

Spotify’s Podcast Aggregation Play

Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.

The BuzzFeed Lesson

The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.

The State of Technology at the End of 2018

The State of Technology, at least in the enterprise space, is strong; consumer tech is another story, and it is time to question the dominance of big companies like Google.

Antitrust, the App Store, and Apple

Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.