History suggests that Stories will be an advertising success; then, the Alex Jones episode shows how un-monopoly-like social networks are.
MoviePass, Finally; Value Chains and Unit Costs; Atlassian and Slack
Finally, the MoviePass breakdown so many have been asking for; then, another story to catch-up on, about Atlassian, Slack, and leadership.
Sonos’ IPO, The De-Integration of Sonos, Spotify’s Earnings
Sonos will begin trading today, but it faces a tough road without meaningful integration. Spotify faces a difficult road too: it is interesting to think about what they would look like together (even though it won’t happen).
Android-EU Follow-Up, Google’s Earnings, Facebook and the Stock Market
Follow-up on Google’s EU decision, and a reminder that Google really good for consumers. Then, Google’s strong quarterly results, and why the understanding Facebook’s strategic advantages may be divorces from their stock price.
The European Commission Versus Android
Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.
The Cost of Developers
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
Sports Gambling Defederalized, Amazon Channels
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
The Moat Map
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
Tech’s Two Philosophies
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators.
Netflix’s Earnings and the Video Value Chain, The Conditions of Aggregation, Comcast and Netflix and the New Bundle
Netflix’s earnings are a reminder of the power that comes from not just aggregation but also integration. It also reveals that Aggregators are more likely to gain economic power when suppliers are already modularized. Plus, Netflix and Comcast start to build the new bundle.