Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.
Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.
Joe Rogan is exclusive to Spotify, which suggests the streaming service realizes it needs to steal share to get its Aggregation flywheel spinning.
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella
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.
An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.
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.