Blaming Facebook and Google for the media industry’s trouble inevitably leads to bad regulations with unintended consequences and the end of accountability for big tech.
Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.
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.
How Tech Can Build
Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?
Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
An Interview with Bill Bishop of Sinocism about COVID-19, U.S. China Relations, and Media Entrepreneurship
An Interview with Sinocism’s Bill Bishop about COVID-19, U.S.-China Relations, and media entrepreneurship in the dotcom bubble and today.
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.
Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power
Morgan Stanley acquired E*Trade, and Intuit is reportedly acquiring Credit Karma; both are about improving customer acquisition, but the competitive impacts differ.
Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang
Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.
First, Do No Harm
As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.