Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.
More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
HBO Max is AT&T’s new streaming service, and it is paying a lot for Friends. Then, the best part of GDPR has its intended effect, while Zoom shows that security still isn’t a priority
Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.
The New Dropbox is making a bid to be the Cloud OS, something only Microsoft has pursued. It took Dropbox a long time to realize the opportunity, but better late than never.
Sometimes analysis is about what will happen, not what should happen. Then, two big acquisitions in the data analytics face: Google’s purchase of Looker makes sense, while Salesforce is paying a steep price for Tableau.
A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.
Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.
Breaking down the Chris Hughes article about breaking up Facebook: it’s better than you think. Plus, the fundamental paradox when it comes to arguments about regulating Facebook.