The Anti-Amazon Alliance

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

Email Addresses and Razor Blades

The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

First, Do No Harm

As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.

Visa/Plaid Follow-Up; Apple v FBI, Round 2; 2020 Differences

More on Visa/Plaid, including why payments in the U.S. and China are so different. Then, Apple is facing off against the FBI again, but its position is both stronger technologically and weaker politically.