Apple, Amazon, and Common Enemies

It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.

Integration and Monopoly

Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.

China, Leverage, and Values

If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.

The Bill Gates Line

Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.

The Aggregator Paradox

Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.

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.