Playing on Hard Mode

Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.

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.

Apple, Amazon, and Common Enemies

It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.

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.