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 acquired E*Trade, and Intuit is reportedly acquiring Credit Karma; both are about improving customer acquisition, but the competitive impacts differ.
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.
While 2015 Unicorns did not meet expectations, that doesn’t mean 2015 was a bubble. Indeed, the most surprising reality is how well established big tech companies did.
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.
Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.
Larry Page and Sergey Brin’s impact on Silicon Valley is incomparable; now, though, they are formalizing a departure that arguably happened years ago. Why now, and what should Alphabet and Google do next?
Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.
Google’s approach to travel mirrors its approach to Shopping, which, correctly or not, was already ruled to be illegal in Europe. Then, Disney+ rolls out like a movie, and fails like a service. Plus, more on Instagram and influencers.
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.