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 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, 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 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.
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.
Microsoft’s Ignite keynote and announcements show a company that is back to the same strategy it has always had, just one a new value chain.
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.
It is hard to see *The Office* being a good deal for NBCUniversal, even if Netflix will miss it. Then, Netflix’s budget consciousness is just as likely to be a sign of Netflix power than it is weakness, and more reasons why Spotify isn’t Netflix.
A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.
Airbnb is eliminating fees for guests, a change that is both overdue and also additional evidence that the company has been moving too slowly to secure its Aggregator position.