Aggregators and Jobs-to-be-Done

Aggregators succeed by being the best at doing the jobs consumers want done.

Happy Thanksgiving, Tencent Earnings, Fox Sports MLB Deal

Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.

Apple’s Social Network

Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.

The Problem with Facebook and Virtual Reality

Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.

The Battle for the Home

Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?