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.
Snap Partner Summit, Snapchat’s OS, Facebook Versus Australia
Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.
Never-Ending Niches
The Internet changed how media competes to focus and quality, but quality is defined by your niche.
Amazon Cuts Affiliate Marketing, Google Versus French Publishers, Streaming Services and Movies
Amazon cutting affiliate fees, Google versus French publishers, and movie studios seeking to sell to Netflix are all examples of the same trend: you must own your relationship with your customers.
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.
Epic Systems and Electronic Health Records, Aggregators and Data Portability, Epic’s Privacy Objections
Epic Systems, an electronic health records company, is protesting a mandate that they make consumer health care available via API. Their arguments highlight the tension between interoperability and privacy.
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.