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 End of Windows

The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.

Qualcomm, National Security, and Patents

The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.