Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve

Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.

Intel and the Danger of Integration

Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.

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).