The Bill Gates Line

Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.

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.

The Facebook Brand

The Facebook brand is, due to Facebook’s strategic choices, about not respecting privacy. That is why the Cambridge Analytica story is such a problem for the company.

Google’s Earnings, Amazon’s Earnings

Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).

Meltdown, Spectre, and the State of Technology

Meltdown and especially Spectre are vexing vulnerabilities, precisely because processors are working as designed. All we can do is muddle through.