Tencent’s profit dropped, in part because the Chinese government has stopped approving games. Plus, why Tencent’s approach to the games industry makes sense in China, even if Facebook’s model may be more attractive.
Intel and the Danger of Integration
Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.
Zillow, Aggregation, and Integration
Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.
The Aggregator Paradox
Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.
Amazon Health
Amazon Health doesn’t seem like much now, but there are hints it could be the ultimate application of Aggregation Theory.
Apple’s Bad Week, Reputation Risk, Integration and Focus
Apple has had a recent spat of bad software bugs. Software is hard, but Apple has more to lose from its reputation than most. Could there be too much integration?
Apple at Its Best
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
Roku’s IPO and Origin Story, Netflix Versus Roku and the Conservation of Attractive Profits, “Weak” Aggregators
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
Everything is Changing; So Should Antitrust
WPP is dealing with not only a changing advertising industry but a changing world, thanks to the Internet. Antitrust needs to change as well.
ARCore, Google’s Benefit to Apple, AR’s Killer App and Apple’s Business Model
Google announced ARCore, which is basically copying ARKit (and abandoning Project Tango). The company that stands to benefit the most from the news is actually Apple.