Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.
A video of Ben presenting at Code Media.
Distrokid is small, but it’s a powerful example of the how distribution is not a value-add, the implications of which European publishers have yet to learn. It’s a lesson that doesn’t just apply to media, either.
It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.
Both Samsung and Qualcomm are moving into cars: I like Samsung’s move better, but both make sense. Then, Nintendo continues to have trouble adapting to the reality of today’s market
The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.
ESPN’s decision to close Grantland seems to be more evidence that there is no future outside of massive scale or one-man operations. Bill Simmons’ recent successes, though, suggest that the answer could be the exact opposite.