2020 Bundles

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.

Apple and Facebook

Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.

Platforms in an Aggregator World

Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.

Apple Earnings, Amazon Earnings

Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.

The Anti-Amazon Alliance

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.