Making Money
Business models are the surest way to understand a company’s motivations.
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For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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Uber Questions
Uber’s S-1 raises more questions than it answers
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Apple’s Services Event
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
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Lyft’s S-1, Demand > Supply, Lyft Concerns
Lyft’s S-1 is out, confirming some suspicions about the ride-sharing market, and raising questions about others. The big question: can Lyft get leverage on its costs, or is Uber better placed?
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Spotify’s Podcast Aggregation Play
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
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Uber’s Bundles
Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.