It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
Cloudera and Pivotal, Box and Zuora
Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.
Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella
Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
A Regulatory Framework for the Internet
Regulators need to stop blindly regulating “the Internet” and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.
Where Warren’s Wrong
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
Satya Nadella on Microsoft
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
Tumblr’s App Store Ban, Tumblr’s NSFW Deadline, Verizon Writes Down Oath
Tumblr was first banned from the App Store, and then Tumblr banned NSFW content. Making sense of what happened requires understanding what is happening at Verizon.
The Facebook Emails; The Platform Debate; Zuckerberg’s Platform Delusion, Redux
Facebook emails reveal a company that didn’t realize its real business was ads
Antitrust, the App Store, and Apple
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
The Problem with Facebook and Virtual Reality
Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.