Why Twilio bought Segment, and an interview with Twilio CEO Jeff Lawson
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Amazon announces Amazon One: how does it work, and is the underlying technology a good idea?
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.
Disney’s earnings were predictably brutal, particularly for its Parks Division, which is the most important division when it comes to understanding Disney. Plus, AMC has nothing to lose.
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
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.