Industries
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2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
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Platforms in an Aggregator World
Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.
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Disney Earnings, AMC Versus Universal, Businesses in the Middle
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.
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The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
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Amazon Just Walk Out, Waymo Raises $2.25 Billion
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.
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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.
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Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank
Brandless is closing down, which is being spun into a commentary on Softbank. This is fair, but the bigger takeaway is about DTC broadly.
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Casper Files for IPO, Casper’s Business, Spotify Ad Targeting
Casper is a tech-enabled company, but so are its many competitors. Trying to win with brand is difficult in a market defined by infrequent purchases. Spotify, meanwhile, is seeking to expand the podcasting market beyond companies like Casper.
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Regulating Demand, Ad Targeting and Unintended Consequences, Expedia CEO Out
Google’s continued dominance may not be intransigence, but rather the difficulty of regulating demand. Then, how Apple helps Google and Facebook, and Barry Diller isn’t blaming Google.