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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Walmart and the Multichannel Trap
Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.
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Apple Earnings, Apple Car Updates, Apple TV and Leverage
Apple’s earnings were better than expected but the growth challenge remains; might it come from the Apple Car? The Apple TV’s challenges are instructive in that regard.
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Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings
More news and follow-up on Didi and Uber, and whether or not Instagram Stories will succeed. Then, Walmart is reportedly buying Jet.com, but Amazon’s earnings show how far they have to go.
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Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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Amazon Private Label, Facebook Audience Network Adds Video Ads
The idea of private labels aren’t new, but Amazon is uniquely positioned to profit from them. Then, the Facebook Audience Network is getting some deserved attention
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The Problem with Facebook’s Ten-Year Plan, Is BuzzFeed Struggling?
Facebook’s (in my opinion) misguided attempt to own both public and private social was not the only thing that concerned me about the F8 keynote; I am also skeptical of the 10-year plan. Then, BuzzFeed may have some concerning numbers, but I think there is a good reason: the company is changing its business model.
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The Amazon Tax
Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.