The Value Chain Constraint

Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.

Apple’s Social Network

Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.

Zillow, Aggregation, and Integration

Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.

Olympics Ratings, P&G and Olympics Advertising, Total Audience Advertising

Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.

Amazon Go and the Future

Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.