Networks
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Google Ends ‘First Click Free’, Google Subscription Services, Facebook’s Publisher-Friendly Offering
Google is announcing publisher-friendly changes, particularly the end of ‘First Click Free’. However, they still want to control the consumer, unlike Facebook, which is taking a much more publisher-friendly stance. That, though, doesn’t mean it is better.
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Defining Aggregators
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
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Toys ‘R’ Us Goes Bankrupt; Debt, the Internet, Forests and Trees; Twitter: The Good and the Bad
Toys ‘R’ Us went bankrupt because of debt, not e-commerce; that said, debt was a problem because private equity didn’t consider e-commerce. Then, Twitter gives good news and bad news.
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The GDPR and Facebook and Google, Intelligent Tracking Prevention, Data Portability and Social Graphs
The GDPR will hurt Google and Facebook; it will hurt their competitors far more, which means the position of the two biggest digital ad companies will actually be strengthened. Then, why data portability won’t help build the next social network.
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The Super-Aggregators and the Russians
Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.
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Amazon Studios Shifts Strategy, Spotify and Hulu, Facebook to Spend $1 Billion on Video
Amazon Studios is shifting its strategy, which rationalizes Prime Video; the big winner is Netflix. Then, Spotify makes a smart move with Hulu, while Facebook is resorting to brute force in video.
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Amazon’s Second Headquarters, Amazon’s Internal Primitives, Facebook and Political Ads
Amazon is uniquely capable of having a second headquarters, and don’t be surprised if politics influences the choice of location. Then, Facebook should learn from Amazon about picking battles. Plus, a brief preview of Apple’s iPhone event.
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The Platform Paradox, Voice Assistants Vulnerable?, Facebook and Russian Ads
Aggregators have value not only because they benefit consumers but also because they enable new businesses. Then, voice assistant vulnerability shows how focusing on the user experience can backfire; Facebook is arguably the best example.
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Microsoft/IBM Follow-Up, Facebook Earnings, Instagram Stories > Snapchat Stories
Follow-up on Microsoft and IBM, including why Steve Ballmer deserves more credit than I gave him. Then, Facebook’s earnings and the reluctance to admit to pricing power, and why Instagram Stories are more innovative than Snapchat Stories
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Snapchat Updates: Maps, Links, and More; Classifying Snapchat’s Updates
Snap has announced a slew of updates over the past few months: some are more consequential than others, and one — Maps — is potentially transformational (for either good or bad!).