Zillow’s halt in buying new homes is a reminder that core competency can out-compete an Aggregator’s advantage; then, feedback on crypto and energy.
Amazon’s purchase of MGM makes sense strategically, but also points to bigger ambitions; it also highlights how a lot of antitrust talk is actually anti-monopoly.
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money.
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
Spotify has acquired Locker Room, the sports-centric Clubhouse competitor. Clubhouse should be very nervous.
Revisiting the FTC’s decision in 2013 makes me doubtful that a case would have made much of a difference.