Owning Customer Relationship
Companies that win in the Internet era do so by owning the customer relationship, which gives them power over suppliers.
-
Amazon Health doesn’t seem like much now, but there are hints it could be the ultimate application of Aggregation Theory.
-
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
-
The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.
-
An Interview with Zillow CEO Jeremy Wacksman About Evolving Strategy
An interview with new Zillow CEO Jeremy Wacksman about Zillow’s evolving strategy over the years, and how home buying is changing as the agent market faces momentous shifts.
-
[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple’s terms.
-
An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.
-
MKBHDs For Everything
Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.
-
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.