Facebook’s Platform Opportunity

Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.

Visa, Plaid, Networks, and Jobs

The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.

Casper Files for IPO, Casper’s Business, Spotify Ad Targeting

Casper is a tech-enabled company, but so are its many competitors. Trying to win with brand is difficult in a market defined by infrequent purchases. Spotify, meanwhile, is seeking to expand the podcasting market beyond companies like Casper.

CES Concepts, Verizon Drops Bundles, Technology and TV

CES is boring, because no one knows what is next. Then, Verizon is dropping Internet and TV bundles, which is a rational response to the changing nature of pay-TV. It also shows how much tech disruption is still to come.