Business Models
-
Shopify Follow-up, Shopify Audiences, Unity Earnings
Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.
-
Cable’s Last Laugh
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
-
Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
-
An Interview with “Father of the iPod” Tony Fadell
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
-
Amazon Earnings, Amazon’s Costs, Amazon Closes Stores
Amazon messed up its capacity planning and the result was a big loss; CEO Andy Jassy seems focused on scalability above everything else.
-
Beyond Aggregation: Amazon as a Service
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
-
An Interview with Ramp Founder Eric Glyman
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.
-
Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.