The Moat Map

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.

Apple’s Earnings, Facebook’s F8 Keynote, Facebook Dating

Apple’s earnings were less interesting than the expectations game. Facebook’s F8 conference, meanwhile, again cast Zuckerberg’s vision of technology in stark contrast to Steve Jobs. Plus, why Facebook Dating will likely flop.

Open, Closed, and Privacy

Just as encryption is only viable on closed systems, so it is that increased privacy regulations will only entrench walled gardens. That should affect thinking on regulation.