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.
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
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.
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.
Brandless is closing down, which is being spun into a commentary on Softbank. This is fair, but the bigger takeaway is about DTC broadly.