Commoditizing Suppliers
Aggregators, by virtue of owning demand, gain power over suppliers which become modularized and commoditized.
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The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
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Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
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Publishers are trying to threaten Google again, apparently unaware that because of the Internet they have no power: that flows to the platforms that control discovery.
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Uber’s New CEO
Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.
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Disney Shifts to Streaming, Disney Versus Netflix, ESPN
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.
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Podcasts, Analytics, and Centralization
The answer to podcast monetization is not analytics: it it true centralization, and it seems unlikely that Apple has it in them.
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Amazon Shutters Quidsi, Amazon and CPG Companies, Amazon and Wal-Mart
Amazon is shutting down Quidsi, and taking the fight for CPG goods to Wal-Mart.
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Ben @ Code Media on The Great Unbundling
A video of Ben presenting at Code Media.
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Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.