Leverage
Understanding your strengths helps you decide how to proceed.
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Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.
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Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
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Amazon Go and the Future
Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
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Regional Sports Networks, ESPN + RSNs, TechDirt’s Response on Title II and Net Neutrality
Understanding regional sports networks, and why they make sense with ESPN — but why ESPN makes less and less sense with Disney. Then, a brief — and final — follow-up on Title II and Net Neutrality.
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ESPN’s Cuts, ESPN’s History, ESPN: From Franchise to Business
ESPN’s cuts are not a surprise if you understand how ESPN has made money in the past, and where it must go in the future
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Twitter, Live, and Luck
Last night’s Academy Awards show was another event that showed how special Twitter is; the fact that you had to be there shows just how badly the company has failed to evolve.
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Qualcomm Sued by FTC, Apple; The Cases Against Qualcomm; Google Buys Google Ads
Qualcomm was sued by both the FTC and by Apple; Apple seems to have a much stronger case. Then, is Google buying Google ads a bad thing?
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The State of Technology at the End of 2016
The annual Stratechery review of the state of technology, and call to build products that unlock human potential
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Apple Should Buy Netflix
The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.
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Google and the Limits of Strategy
Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?
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A Review of Apple Pay and Apple Leverage, Apple Versus Australia’s Banks, Consumers and Competition
There is a fascinating story unfolding in Australia over the attempt by banks to stand up to Apple Pay. What is happening, why, and what it says about competition in a world of aggregation.