Industries
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Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings
Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.
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Apple and Privacy Follow-up, The Top 100 Retailers and Apple Pay, Android Pay’s Missing Bank Fee
More on the difference between privacy and security, and why precision in language is critical.
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Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service
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Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
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How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
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How Technology is Changing the World (P&G Edition)
P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.
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Daily Update: Zillow Acquires Trulia, Samsung Delays Tizen Again, China Investigating Microsoft
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Apple Retail and the Innovator’s Dilemma
Angela Ahrendts officially took over as head of Apple Retail last week, and just in time. Same store sales were down five percent last quarter, and have been hovering around zero for several quarters prior. To be fair, that decline is mostly due to Apple’s slowed growth; more concerning is the declining rate of store openings:…

