Modular versus Integrated
Modularity and integration happens throughout the value chain, and is the key to providing a superior user experience and extracting profits.
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Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
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The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.
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Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.
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Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
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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.
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Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption
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European Commission Charges Apple, Apple Delays New Features for E.U.
Apple is being charged by the E.U. for violations of the DMA; it’s no surprise, meanwhile, that Apple is citing the DMA for not launching new features in the E.U.
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An Interview with AMD CEO Lisa Su About Solving Hard Problems
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.
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Computex 2024, Is AWS Modular or Integrated?
Computex 2024 feels like a big deal, as AI returns the focus to hardware; then, why I think AWS’s AI efforts are modular, even as its overall cloud is integrated.
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Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
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Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability
More on the Apple antitrust case, and the pertinent question of whether or not the iPhone has dominant market share. Then, why the DOJ’s theory of the case is fundamentally flawed.
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United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.