Topics

iOS App Store

  • Fortnite Skips Google Play, Netflix Explores Bypassing iTunes, Big Names and Long Tails

    Fortnite is skipping out on Google Play, and Netflix is trying to get out of the App Store. That’s not great for Apple and Google, but the effort is hardly a surprise.


  • Facebook Stories Follow-up, Twitter and Newton’s Third Law

    History suggests that Stories will be an advertising success; then, the Alex Jones episode shows how un-monopoly-like social networks are.


  • Apple Earnings, ASP and “New” iPhones, Steve Jobs and the App Store

    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.


  • The Apple Espionage Case, Apple’s New Organization, The App Store Turns 10

    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 Chang Retires; Apple, Microsoft, Facebook Follow-Up; Who Gets to Be on the Steam Store?

    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.


  • The Cost of Developers

    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.


  • The Bill Gates Line

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


  • The Moat Map

    The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.


  • Defining Aggregators

    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.


  • Apple’s Strengths and Weaknesses

    Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.