More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
More on Jony Ive’s exit, and why blaming Tim Cook misses the broader changes that are an inevitable by-product of success. Than, clarifying Jeff Williams role as CEO-in-waiting.
More on Google’s I/O keynote, particularly about how the company is well-positioned for a privacy-centric world. Then, Microsoft is doing an excellent job of appealing to developers.
Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.
Snap’s announcements at its Partner Summit signaled a new strategy that makes a lot of sense. The company, though, needs to show that it can execute.
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.
Airbnb has acquired Hotel Tonight, three years too late. The question is whether Airbnb wants to own a subset of the travel market, or the whole thing — and abandon its view of itself.