History suggests that Stories will be an advertising success; then, the Alex Jones episode shows how un-monopoly-like social networks are.
Apple’s earnings not only held true to form, but actually had an upside surprise in ASP. Plus, what an interview with Steve Jobs reveals about differentiation and integration.
A corporate espionage case involving Apple gives clues about Project Titan. Better news is Apple’s new organization. Plus, the App Store turns 10 and Apple won’t change its approach there.
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
Super Mario Run is a great game that is getting bad reviews that are ultimately Apple’s fault. The company needs to make the App Store much more developer-friendly