Facebook’s FTC Fine, Apple and Microsoft’s Mistake, IBM’s Unbundling

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.

Disney and the Future of TV

TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.

The Cost of Apple News

Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.

Happy Thanksgiving, Tencent Earnings, Fox Sports MLB Deal

Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.

Uber’s Bundles

Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.