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Latest Podcast

Concepts

Platforms

  • Beachheads and Obstacles

    Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.

  • Shopify and the Power of Platforms

    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 Framework for Regulating Content on 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.