Aggregators succeed by being the best at doing the jobs consumers want done.
The Experience Economy
SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.
Instagram’s CEO
The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.
Divine Discontent: Disruption’s Antidote
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.
Softbank and Sprint, Amazon’s Earnings, Jeff Bezos’s Letter and Interview
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
Drake on Twitch, Fortnite vs PUBG and Selling Feelings, The Returns to the Best
Drake was playing video games on Twitch, and it blew up: there is so much to unpack about games, new business models, Twitch, and asymmetrical returns on the Internet. (Plus, a brief note on that Siri article)
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.
Facebook’s Earnings, Microsoft’s Earnings
Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.
Fixing the Conclusion, Licensing Amazon Go and Self-Checkout, Netflix’s Earnings
Fixing the conclusion of Amazon Go and the Future, and why I don’t think Amazon Go’s technology is a primitive. Then, Netflix continues to be an aggregator, and other notes from the company’s earnings.
Facebook Adds Reputation Scores, Facebook’s Solution, The Unintended Consequences
Facebook will assign reputation scores to news sources, and the solution is far better than most of the company’s critics would have you think. There are, though, unintended consequences.