Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
Studios go direct-to-consumer out of necessity; Disney has the most potential, even if they should use Universal’s model.
Zillow has changed CEOs, which makes sense given the change in the company’s business model. Then, an interview with new CEO and Zillow co-founder Rich Barton.
A preview of Apple’s iPhone event, a revelatory controversy about Facebook fact-checking, and yet another pivot by Vimeo thanks to mistakes made years ago
Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.
Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.