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.

Slack Earnings, Slack’s Sales Cycle, The FTC Fines YouTube

Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.

Facebook’s FTC Settlement, Assigning Blame, Facebook Earnings

The FTC has released its complaint against Facebook, leading me to change my mind and put more blame on the company. Complaints about the FTC are still misplaced, though: the real problem is Congress. Meanwhile, Facebook continues growing undeterred.

Tech and Antitrust

A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.