Sonos’ IPO, The De-Integration of Sonos, Spotify’s Earnings

Sonos will begin trading today, but it faces a tough road without meaningful integration. Spotify faces a difficult road too: it is interesting to think about what they would look like together (even though it won’t happen).

The Scooter Economy

Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners.

The Moat Map

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.

Apple’s Middle Age

For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.