Shopify Follow-up, Defining Definitions, OpenDoor Partners with Redfin

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.

Netflix Flexes

Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.

Facebook’s Story Problem — and Opportunity

Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.

Netflix Earnings, Netflix’s Rising CAC, Content and Marketing

Netflix’s subscriber numbers were disappointing; does the company have a customer acquisition cost problem? Then again, customer acquisition costs should include content, which might not have been good enough.