Business Models
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The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
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Spotify Buys Megaphone, Spotify’s Podcast Strategy, Spotify’s Megaphone Strategy
Spotify has acquired Megaphone, which brings clarity to its podcast advertising ambitions.
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Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
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More on Visa-Plaid, European Commission v. Amazon, Spotify Updates
Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.
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Tech Earnings, Google’s Earnings, Apple’s China Question
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
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AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
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Facebook Gaming, Facebook’s Innovation, Apple and Facebook
Facebook Gaming is perhaps the most innovative game streaming service; Apple should embrace it.