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.

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.

Larry Page and Sergey Brin Step Down, Why Now?, Google Going Forward

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?

Portability and Interoperability

Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.

The Google Squeeze Follow-up, Disney+ Launch, Instagram Influencer Follow-Up

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.