Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.
A quick update on the Bloomberg chip story, then another founder whose company was acquired is leaving Facebook. This may be a smoother exit on the surface, but the conflicts are likely more substantive.
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
Microsoft is reportedly buying GitHub, which makes a lot of sense for both Microsoft and GitHub, and all GitHub users. Then, why the latest Facebook scandal is probably overblown.
Following up on The Bill Gates Line, applying it to Twitter, and then why Facebook portability is a bad idea.
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators.