Zillow is ending Zillow Offers; where did the company go wrong, and what my initial analysis got right, and what I missed.
Zillow’s halt in buying new homes is a reminder that core competency can out-compete an Aggregator’s advantage; then, feedback on crypto and energy.
The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.
More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.
Zillow has changed CEOs, which makes sense given the change in the company’s business model. Then, an interview with new CEO and Zillow co-founder Rich Barton.
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.
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.
The point of writing about Opendoor was to praise the ambition for the very reason that it might not work. Then, hardware continues to be hard: Pebble is out of business, and GoPro is in very big trouble.